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
326
$1.78M 0.04%
88,528
+23,152
327
$1.77M 0.04%
259,425
+31,419
328
$1.77M 0.04%
26,388
+5,892
329
$1.77M 0.04%
46,724
+685
330
$1.74M 0.04%
8,991
+1,800
331
$1.72M 0.04%
6,231
+20
332
$1.72M 0.04%
46,612
-20,824
333
$1.71M 0.04%
88,855
+5,505
334
$1.71M 0.04%
14,206
+310
335
$1.7M 0.04%
36,444
-15
336
$1.7M 0.04%
21,793
-9,229
337
$1.67M 0.04%
8,875
+2,381
338
$1.67M 0.04%
13,582
+88
339
$1.66M 0.04%
31,391
+2,223
340
$1.66M 0.04%
91,835
+13,485
341
$1.66M 0.04%
10,015
-602
342
$1.65M 0.04%
+34,723
343
$1.64M 0.04%
26,625
344
$1.64M 0.04%
42,320
+4,005
345
$1.63M 0.04%
21,533
+6,374
346
$1.62M 0.04%
33,779
-794
347
$1.62M 0.04%
60,603
+10,049
348
$1.6M 0.04%
17,914
+375
349
$1.6M 0.04%
15,417
+478
350
$1.58M 0.04%
45,393
-6,270