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Home > Institutional Investor > Mercer Capital Advisers, Inc. > Profile

Instuitional Investor - Mercer Capital Advisers, Inc.

Fund Profile
Filing Period:
Fund Name: Mercer Capital Advisers, Inc.
Portfolio Value $186,868,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 153,428 $21,710,000 11.61%
2.
Microsoft Corp
 MSFT 64,550 $18,198,000 9.73%
3.
Berkshire Hathaway Inc
 BRK.A 45,137 $12,320,000 6.59%
4.
Johnson & Johnson
 JNJ 69,464 $11,218,000 6%
5.
Walt Disney Co
 DIS 48,861 $8,266,000 4.42%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)