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
$46.3M
AUM Growth
+$1.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$2.53M
2 +$1.49M
3 +$553K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$34.7K
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.69K

Top Sells

1 +$2.24M

Sector Composition

1 Consumer Staples 33.04%
2 Consumer Discretionary 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$15.1M 32.69%
98,477
+24
2
$11.8M 25.47%
135,872
+6,381
3
$10.4M 22.54%
26,445
+88
4
$3.5M 7.57%
202,667
5
$2.53M 5.46%
+1,505
6
$1.49M 3.22%
+10,615
7
$1.15M 2.48%
14,616
8
$262K 0.57%
1,180
+3
9
-41,286