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
$64.6M
AUM Growth
+$18.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 29.13%
2 Consumer Discretionary 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$16.9M 26.2%
98,503
+26
2
$15M 23.21%
192,819
+56,947
3
$11.6M 18%
26,625
+180
4
$10.4M 16.18%
+21,898
5
$3.83M 5.93%
233,231
+30,564
6
$3.68M 5.7%
2,728
+1,223
7
$1.65M 2.55%
11,341
+726
8
$1.16M 1.8%
14,616
9
$286K 0.44%
1,185
+5