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
$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
526
$694K 0.03%
+140,259
527
$689K 0.02%
+7,521
528
$687K 0.02%
+1,513
529
$686K 0.02%
+28,126
530
$686K 0.02%
+13,033
531
$684K 0.02%
+10,504
532
$680K 0.02%
+2,123
533
$680K 0.02%
+41,746
534
$676K 0.02%
+20,167
535
$675K 0.02%
+15,437
536
$674K 0.02%
+13,038
537
$673K 0.02%
+15,820
538
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+7,460
539
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+24,192
540
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+79,270
541
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+2,204
542
$665K 0.02%
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543
$664K 0.02%
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544
$661K 0.02%
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545
$661K 0.02%
+9,020
546
$659K 0.02%
+9,780
547
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+30,667
548
$656K 0.02%
+17,658
549
$652K 0.02%
+15,716
550
$651K 0.02%
+4,162
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