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
$69M
AUM Growth
+$4.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Sells

1 +$108K

Sector Composition

1 Consumer Staples 36.38%
2 Materials 15.84%
3 Consumer Discretionary 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$20.7M 30.02%
186,980
+3,694
2
$15.1M 21.86%
92,891
3
$10.9M 15.84%
76,680
+3,900
4
$9.71M 14.06%
23,831
-266
5
$5.28M 7.65%
4,458
6
$4.39M 6.36%
270,461
7
$1.07M 1.56%
14,740
+269
8
$878K 1.27%
7,104
+30
9
$818K 1.18%
23,193
10
$119K 0.17%
+1,221
11
$19.2K 0.03%
43