MI

Mercer Investments Portfolio holdings

AUM $62.6M
1-Year Est. Return 17.6%
This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$37.1M
AUM Growth
-$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$1.39M
2 +$2.75K

Top Sells

1 +$1.21M
2 +$385K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$16.5M 44.6%
202,758
+17,018
2
$8.28M 22.34%
794,521
-116,488
3
$5.72M 15.42%
161,325
-10,871
4
$5M 13.49%
20,402
5
$1.54M 4.15%
15,093
+27