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
$7.61M
AUM Growth
-$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$14.5K
2 +$2.13K

Top Sells

1 +$15.2M
2 +$3.23M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$3.33M 43.75%
13,346
+58
2
$2.8M 36.79%
75,967
-87,634
3
$953K 12.52%
12,033
-192,039
4
$529K 6.95%
5,206
+21