Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $44.5B
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.78B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,068
New
Increased
Reduced
Closed

Top Buys

1 +$125M
2 +$85.5M
3 +$81.1M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$72.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$53.7M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.58%
2 Energy 7.72%
3 Financials 6.53%
4 Healthcare 6.46%
5 Industrials 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$20.7M 0.74%
+1,183,192
27
$20.6M 0.74%
+1,182,075
28
$19.4M 0.7%
+157,277
29
$19.2M 0.69%
+172,616
30
$18.9M 0.68%
+66,745
31
$18.7M 0.67%
+790,827
32
$18.3M 0.66%
+131,104
33
$17.1M 0.62%
+179,676
34
$16.9M 0.61%
+193,960
35
$16.7M 0.6%
+1,685,016
36
$16.3M 0.59%
+132,390
37
$15.8M 0.57%
+244,011
38
$15.7M 0.56%
+265,139
39
$15.7M 0.56%
+857,847
40
$15.4M 0.55%
+231,029
41
$15.1M 0.54%
+257,032
42
$14.7M 0.53%
+172,164
43
$14.6M 0.53%
+140,609
44
$14.4M 0.52%
+129,503
45
$13.2M 0.48%
+34,665
46
$12.9M 0.47%
+258,180
47
$12.9M 0.46%
+319,464
48
$12.2M 0.44%
+778,590
49
$11.7M 0.42%
+218,040
50
$11.6M 0.42%
+74,085