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
26
$33.5M 0.79%
2,102,376
+316,584
27
$30.4M 0.72%
146,381
+5,998
28
$29.5M 0.69%
459,791
+2,100
29
$29.3M 0.69%
1,682,000
+26,484
30
$29.3M 0.69%
2,790,504
+1,096,280
31
$29.1M 0.68%
708,368
+475,072
32
$28.3M 0.67%
1,253,206
-30,187
33
$26.5M 0.62%
926,425
+100,139
34
$24.2M 0.57%
620,823
-36,113
35
$24M 0.56%
531,642
-29,587
36
$23.9M 0.56%
1,310,859
+78,867
37
$23.8M 0.56%
274,020
+36,440
38
$23.1M 0.54%
132,698
-11,297
39
$22.7M 0.53%
127,440
-1,988
40
$22.6M 0.53%
589,113
-48,492
41
$22.6M 0.53%
1,914,060
-92,928
42
$21.6M 0.51%
173,525
-457
43
$21M 0.49%
206,217
+14,399
44
$20.3M 0.48%
1,070,979
+172,422
45
$20M 0.47%
154,263
+12,940
46
$19.9M 0.47%
67,037
+1,841
47
$19.8M 0.47%
427,739
-23,630
48
$19.4M 0.46%
824,126
+12,062
49
$19.2M 0.45%
161,498
+8,750
50
$18.8M 0.44%
144,094
+13,335
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