Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $59.9B
1-Year Est. Return 13.92%
This Quarter Est. Return
1 Year Est. Return
+13.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.25B
AUM Growth
+$479M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1 +$38.9M
2 +$36.5M
3 +$25.9M
4
VTV icon
Vanguard Value ETF
VTV
+$24M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$21.9M

Top Sells

1 +$5.39M
2 +$4.84M
3 +$4.32M
4
SLB icon
SLB Ltd
SLB
+$3.36M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.76M

Sector Composition

1 Technology 7.32%
2 Financials 5.55%
3 Healthcare 4.89%
4 Energy 4.86%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$2.92M 0.07%
36,811
+3,921
227
$2.92M 0.07%
+55,748
228
$2.91M 0.07%
62,612
+1,875
229
$2.9M 0.07%
67,617
+4,948
230
$2.89M 0.07%
17,181
+604
231
$2.88M 0.07%
61,888
-1,630
232
$2.84M 0.07%
16,991
+465
233
$2.82M 0.07%
491,587
-270,000
234
$2.79M 0.07%
97,731
+62,799
235
$2.77M 0.07%
25,017
-11
236
$2.76M 0.07%
107,159
+86,361
237
$2.75M 0.06%
132,317
-7,195
238
$2.73M 0.06%
16,896
+2,248
239
$2.72M 0.06%
58,429
+6,821
240
$2.7M 0.06%
36,713
+8,808
241
$2.69M 0.06%
19,751
-49
242
$2.68M 0.06%
19,632
+5,096
243
$2.66M 0.06%
14,526
-741
244
$2.65M 0.06%
223,896
+42,222
245
$2.61M 0.06%
17,237
-116
246
$2.6M 0.06%
37,580
+8,637
247
$2.6M 0.06%
58,419
+7,004
248
$2.59M 0.06%
34,925
+599
249
$2.58M 0.06%
418,579
+59,080
250
$2.56M 0.06%
42,509
+1,448