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Showing Q1 2024 data
Mercer Investments LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Mercer Investments LLC
•CIK: 1409728•Filing: Q1 2024
**Mercer Investments LLC** manages $63M across a concentrated portfolio of 9 holdings. The fund exhibits significant overweighting in technology and growth sectors, led by a substantial $19.8M position in FMX and a $15.2M stake in VIG. Further allocations include $10.0M in VOO and $8.6M in FNV, suggesting a strategic focus on established market leaders and thematic growth areas. This positioning indicates a conviction-driven approach within its current asset allocation.
Total AUM
$62.6M
QoQ Performance
-17.3%
Positions
9
Top 10 Concentration
100.0%
Latest Filing
Q1 2024
Top Holdings Allocation
FMX
VIG
VOO
FNV
MLB1
FMX31.6%
VIG24.3%
VOO16.0%
FNV13.7%
MLB16.5%
CCU4.4%
ISRA1.8%
ESGD1.6%
📈 Biggest Buys
No new positions or increases this quarter
📉 Biggest Sells
Sector Breakdown
Other84.0%
ETF16.0%
Changes from Q4 2023
↓9 decreased
Historical Filings
Q1 2024Q4 2023