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
501
$1.08M 0.02%
7,860
-367
502
$1.08M 0.02%
12,673
+1,744
503
$1.07M 0.02%
22,192
-2,936
504
$1.07M 0.02%
26,656
-982
505
$1.06M 0.02%
38,589
+6,594
506
$1.06M 0.02%
18,994
+2,089
507
$1.06M 0.02%
16,340
+736
508
$1.05M 0.02%
18,369
+250
509
$1.05M 0.02%
4,911
+310
510
$1.04M 0.02%
13,177
-49
511
$1.04M 0.02%
6,687
-309
512
$1.04M 0.02%
81,470
513
$1.03M 0.02%
6,725
-629
514
$1.03M 0.02%
9,243
-1,914
515
$1.02M 0.02%
37,553
-4,146
516
$1.02M 0.02%
16,136
+310
517
$1.02M 0.02%
45,703
+389
518
$1.02M 0.02%
11,011
+1,442
519
$1.02M 0.02%
10,873
+830
520
$1.01M 0.02%
16,009
+1,791
521
$1.01M 0.02%
+20,575
522
$1.01M 0.02%
11,996
523
$1M 0.02%
14,189
+1,857
524
$1M 0.02%
39,219
+24,959
525
$1M 0.02%
92,294
-5,552
19 20
21
22 23