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
$4.25B
AUM Growth
+$479M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$36.5M
3
+$25.9M
4
VTV icon
Vanguard Value ETF
VTV
+$24M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$21.9M

Top Sells

1
+$5.39M
2
+$4.84M
3
+$4.32M
4
SLB icon
SLB Ltd
SLB
+$3.36M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.76M

Sector Composition

1 Technology 7.32%
2 Financials 5.55%
3 Healthcare 4.89%
4 Energy 4.86%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$18.8M 0.44%
301,622
+145,605
52
$18.3M 0.43%
463,053
-26,963
53
$17.9M 0.42%
107,095
+61,510
54
$17.8M 0.42%
178,671
-9,515
55
$17.8M 0.42%
294,352
+17,345
56
$17.3M 0.41%
184,997
-12,049
57
$16.6M 0.39%
129,626
+913
58
$16.1M 0.38%
246,964
-5,217
59
$16M 0.38%
469,795
+94,223
60
$14.7M 0.35%
269,741
+7,719
61
$14.7M 0.35%
583,914
+46,999
62
$14.3M 0.34%
83,313
+7,432
63
$14.3M 0.34%
61,588
+2,418
64
$14.1M 0.33%
119,490
+24,879
65
$14M 0.33%
90,849
+6,910
66
$13.9M 0.33%
498,456
-40,692
67
$13.8M 0.32%
188,224
-6,594
68
$13.1M 0.31%
150,106
-1,368
69
$13M 0.31%
34,185
-3,388
70
$12.9M 0.3%
226,358
-1,503
71
$12.8M 0.3%
172,164
-5,190
72
$12.5M 0.29%
529,025
+464,285
73
$11.8M 0.28%
228,953
+16,482
74
$11.6M 0.27%
224,145
-17,077
75
$11.5M 0.27%
251,399
-15,463
1 2
3
4 5