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
601
$741K 0.01%
9,821
+262
602
$741K 0.01%
13,197
+1,980
603
$731K 0.01%
7,636
+739
604
$729K 0.01%
19,667
-416
605
$728K 0.01%
29,557
+4,022
606
$726K 0.01%
13,471
-3,425
607
$725K 0.01%
19,058
+11,216
608
$724K 0.01%
2,736
-334
609
$723K 0.01%
+15,838
610
$723K 0.01%
18,694
+1,304
611
$720K 0.01%
5,783
-584
612
$711K 0.01%
7,358
-194
613
$708K 0.01%
35,905
-5,149
614
$707K 0.01%
10,761
-5,122
615
$706K 0.01%
11,529
+2,657
616
$706K 0.01%
19,487
+1,309
617
$705K 0.01%
+25,363
618
$704K 0.01%
7,247
+209
619
$700K 0.01%
2,510
-4
620
$699K 0.01%
8,613
+471
621
$697K 0.01%
53,125
+2,192
622
$692K 0.01%
12,118
-2,998
623
$692K 0.01%
7,061
-50
624
$691K 0.01%
5,622
-398
625
$689K 0.01%
16,876
+3,933
23 24
25
26 27