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
$21.4M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$10.4M
2 +$3.71M

Top Sells

1 +$492K
2 +$80.1K

Sector Composition

1 Consumer Staples 65.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$10.4M 48.61%
+138,200
2
$6.48M 30.26%
17,789
-220
3
$3.71M 17.33%
+210,016
4
$814K 3.8%
5,537
-3,346