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
301
$2.08M 0.05%
14,379
+844
302
$2.07M 0.05%
7,771
-197
303
$2.05M 0.05%
10,467
+1,099
304
$2M 0.05%
147,470
-17,861
305
$2M 0.05%
13,443
+926
306
$1.99M 0.05%
216,771
-17,804
307
$1.98M 0.05%
13,518
-53
308
$1.96M 0.05%
9,081
+186
309
$1.95M 0.05%
70,814
+6,875
310
$1.94M 0.05%
25,496
-3,224
311
$1.92M 0.05%
20,020
+485
312
$1.92M 0.05%
64,715
-24,589
313
$1.89M 0.04%
35,931
+1,460
314
$1.89M 0.04%
56,979
+6,072
315
$1.87M 0.04%
204,544
-22,043
316
$1.86M 0.04%
33,933
+6,234
317
$1.86M 0.04%
16,466
-688
318
$1.85M 0.04%
21,069
+6,940
319
$1.83M 0.04%
26,571
+11,892
320
$1.82M 0.04%
33,005
+6,167
321
$1.82M 0.04%
16,605
+2,133
322
$1.8M 0.04%
22,303
+64
323
$1.79M 0.04%
33,480
+261
324
$1.78M 0.04%
13,380
+1,291
325
$1.78M 0.04%
9,909
+2,512