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
$63.1M
AUM Growth
-$1.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Sells

1 +$898K
2 +$365K
3 +$108K

Sector Composition

1 Consumer Staples 32.23%
2 Consumer Discretionary 6.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$16.6M 26.35%
200,639
+7,820
2
$16M 25.33%
98,527
+24
3
$10.7M 16.94%
25,747
-878
4
$9.04M 14.33%
19,919
-1,979
5
$4.21M 6.67%
3,538
+810
6
$3.71M 5.87%
247,755
+14,524
7
$1.6M 2.54%
11,366
+25
8
$1.08M 1.71%
14,616
9
$161K 0.26%
708
-477