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
251
$2.52M 0.06%
26,519
+939
252
$2.51M 0.06%
72,896
+734
253
$2.51M 0.06%
+11,301
254
$2.47M 0.06%
26,125
-1,428
255
$2.46M 0.06%
35,609
+3,749
256
$2.46M 0.06%
36,074
-159
257
$2.45M 0.06%
28,478
-251
258
$2.43M 0.06%
22,378
+1,034
259
$2.43M 0.06%
92,264
+83,486
260
$2.42M 0.06%
49,538
+6,064
261
$2.42M 0.06%
32,746
+3,757
262
$2.42M 0.06%
54,219
-5,245
263
$2.41M 0.06%
168,825
+48,228
264
$2.4M 0.06%
18,056
-771
265
$2.38M 0.06%
55,673
-858
266
$2.36M 0.06%
+57,181
267
$2.35M 0.06%
+32,974
268
$2.35M 0.06%
31,592
+3,406
269
$2.34M 0.06%
117,563
+8,920
270
$2.33M 0.05%
84,145
+9,258
271
$2.31M 0.05%
21,055
+2,992
272
$2.29M 0.05%
10,349
-633
273
$2.29M 0.05%
24,140
-77
274
$2.27M 0.05%
55,225
+2,669
275
$2.27M 0.05%
119,896
+1,765