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
$5.29M
AUM Growth
+$798K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$160K
2 +$28K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$3.23M 61.04%
12,441
+615
2
$1.52M 28.83%
48,597
3
$536K 10.13%
4,889
+255