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Home > Institutional Investor > Mercer Investment Management, Inc. > Profile

Instuitional Investor - Mercer Investment Management, Inc.

Fund Profile
Filing Period:
Fund Name: Mercer Investment Management, Inc.
Portfolio Value $75,676,519
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Fomento Economico Mexicano S
 FMX 162,445 $21,174,706 27.98%
2.
Vanguard S&P 500 Etf
 40,338 $17,666,636 23.34%
3.
Vanguard Dividend Appreciation Etf
 92,891 $15,846,276 20.93%
4.
Franco Nevada Corp
 FNV 76,880 $8,519,073 11.25%
5.
Mercadolibre Inc
 MELI 3,108 $4,884,346 6.45%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)