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
426
$1.21M 0.03%
13,111
+1,780
427
$1.21M 0.03%
33,229
-3,115
428
$1.2M 0.03%
11,718
-247
429
$1.2M 0.03%
7,679
+1,655
430
$1.2M 0.03%
8,644
+742
431
$1.2M 0.03%
32,782
432
$1.19M 0.03%
36,676
+12,668
433
$1.19M 0.03%
11,307
+570
434
$1.19M 0.03%
5,732
+991
435
$1.18M 0.03%
2,653
+159
436
$1.18M 0.03%
7,272
+163
437
$1.18M 0.03%
31,265
-8,758
438
$1.17M 0.03%
11,739
-2,233
439
$1.17M 0.03%
26,601
+948
440
$1.16M 0.03%
41,668
+366
441
$1.16M 0.03%
56,413
-14,500
442
$1.16M 0.03%
81,470
+32,253
443
$1.15M 0.03%
9,268
+213
444
$1.15M 0.03%
+44,791
445
$1.14M 0.03%
74,852
-5,702
446
$1.13M 0.03%
12,873
+50
447
$1.13M 0.03%
25,128
-5,736
448
$1.13M 0.03%
6,996
+2,126
449
$1.13M 0.03%
12,379
-91
450
$1.13M 0.03%
27,010
+8,371