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
$25.5M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$105K
2 +$75.3K

Top Sells

1 +$8.28M
2 +$1.72M
3 +$1M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$16.3M 64.05%
204,072
+1,314
2
$5.42M 21.26%
163,601
+2,276
3
$3.22M 12.63%
13,288
-7,114
4
$524K 2.06%
5,185
-9,908
5
-794,521