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
$4.49M
AUM Growth
-$818K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$171K

Top Sells

1 +$69.8K
2 +$23.1K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$2.72M 60.49%
11,826
+746
2
$1.32M 29.4%
48,597
3
$454K 10.1%
4,634
-236
4
-887