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
$42.7B
AUM Growth
+$6.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,076
New
Increased
Reduced
Closed

Top Buys

1 +$699M
2 +$494M
3 +$322M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$291M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$273M

Top Sells

1 +$714M
2 +$349M
3 +$246M
4
T icon
AT&T
T
+$160M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$85.9M

Sector Composition

1 Technology 6.56%
2 Healthcare 4.15%
3 Financials 3.2%
4 Industrials 2.53%
5 Consumer Staples 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$4.94M 0.01%
91,936
+76,318
502
$4.92M 0.01%
117,476
+19,840
503
$4.9M 0.01%
50,880
+20,114
504
$4.89M 0.01%
612,285
+392,619
505
$4.86M 0.01%
229,020
+191
506
$4.85M 0.01%
67,013
+5,174
507
$4.84M 0.01%
103,059
-19,634
508
$4.84M 0.01%
10,256
+510
509
$4.84M 0.01%
60,371
-2,971
510
$4.82M 0.01%
20,948
+618
511
$4.79M 0.01%
37,223
+1,755
512
$4.78M 0.01%
15,919
+894
513
$4.78M 0.01%
34,650
+1,933
514
$4.76M 0.01%
+122,278
515
$4.71M 0.01%
112,377
516
$4.67M 0.01%
42,127
-58
517
$4.66M 0.01%
71,443
+8,552
518
$4.64M 0.01%
240,728
+14,680
519
$4.64M 0.01%
64,229
+9,743
520
$4.61M 0.01%
955,288
+64,101
521
$4.6M 0.01%
197,170
+7,660
522
$4.5M 0.01%
18,850
+13,026
523
$4.49M 0.01%
31,783
+791
524
$4.48M 0.01%
34,194
+760
525
$4.48M 0.01%
46,770
-13,125