Mercer Investments LLC Portfolio Holdings

Mercer Investments LLC

  • $62.7 Million
  • Q1 2024

Mercer Investments LLC has filed its 13F form on May 14, 2024 for Q1 2024 where it was disclosed a total value porftolio of $62.7 Million distributed in 9 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Mexican Economic Development Inc with a value of $19.8M, Vanguard Dividend Appreciation with a value of $15.3M, Vanguard Index Fds S&P 500 ETF with a value of $10M, Franco Nevada Corp with a value of $8.58M, and Mercadolibre Inc with a value of $4.04M.

Examining the 13F form we can see an decrease of $12.9M in the current position value, from $75.6M to 62.7M.

Below you can find more details about Mercer Investments LLC portfolio as well as his latest detailed transactions.

Portfolio value $62.7 Million
ETFs: $27.6 Million
Consumer Defensive: $22.5 Million
Basic Materials: $8.58 Million
Consumer Cyclical: $4.04 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 9
  • Current Value $62.7 Million
  • Prior Value $75.6 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 14, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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