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
$5.01B
AUM Growth
+$756M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,229
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$33M
3
+$30.4M
4
AAPL icon
Apple
AAPL
+$25.1M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$23.4M

Top Sells

1
+$7.97M
2
+$5.11M
3
+$4.43M
4
WBA
Walgreens Boots Alliance
WBA
+$4.2M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$3.91M

Sector Composition

1 Technology 7.83%
2 Financials 5.46%
3 Healthcare 4.79%
4 Energy 4.2%
5 Industrials 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$38M 0.76%
863,568
+155,200
27
$37.7M 0.75%
1,882,029
-10,572
28
$35.4M 0.71%
156,185
+9,804
29
$35.1M 0.7%
2,087,032
-15,344
30
$32.5M 0.65%
495,182
+35,391
31
$32M 0.64%
1,694,612
+12,612
32
$31.4M 0.63%
2,699,936
-90,568
33
$30.3M 0.6%
1,025,560
+99,135
34
$29M 0.58%
1,272,877
+19,671
35
$26.8M 0.53%
289,840
+15,820
36
$26.3M 0.53%
128,279
+839
37
$25M 0.5%
182,827
+53,201
38
$24.7M 0.49%
1,278,480
-32,379
39
$24.5M 0.49%
506,465
-25,177
40
$24M 0.48%
597,027
-23,796
41
$23.9M 0.48%
580,352
-8,761
42
$23.1M 0.46%
1,401,860
43
$23.1M 0.46%
159,413
+15,319
44
$22.6M 0.45%
155,196
+933
45
$22.1M 0.44%
177,064
+3,539
46
$22M 0.44%
208,102
+1,885
47
$21.5M 0.43%
461,050
+33,311
48
$21.4M 0.43%
1,672,422
-241,638
49
$21.3M 0.43%
572,897
+103,102
50
$21.2M 0.42%
1,059,699
-11,280
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