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
$5.31M
AUM Growth
-$2.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$981K
2 +$877K
3 +$605K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$37.2K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$2.96M 55.72%
11,080
-2,266
2
$1.74M 32.81%
48,597
-27,370
3
$539K 10.15%
4,870
-336
4
$69.8K 1.31%
887
-11,146