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
51
$21.1M 0.42%
111,941
-20,757
52
$20.2M 0.4%
202,831
+24,160
53
$20.1M 0.4%
167,105
+5,607
54
$20M 0.4%
112,509
+5,414
55
$18.9M 0.38%
1,258,071
+616,987
56
$18.8M 0.38%
306,234
+11,882
57
$18.7M 0.37%
99,405
+16,092
58
$18.2M 0.36%
793,300
-30,826
59
$17.7M 0.35%
126,895
+7,405
60
$16.4M 0.33%
236,093
-10,871
61
$16M 0.32%
412,579
-50,474
62
$15.8M 0.32%
577,028
-6,886
63
$15.4M 0.31%
236,865
+10,507
64
$15.4M 0.31%
257,044
+28,091
65
$15M 0.3%
90,834
-15
66
$15M 0.3%
50,915
+6,716
67
$14.6M 0.29%
415,680
+32,679
68
$14.3M 0.29%
170,967
-1,197
69
$14.2M 0.28%
480,754
-17,702
70
$14.1M 0.28%
189,394
+1,170
71
$14M 0.28%
117,868
+112,676
72
$14M 0.28%
46,927
+12,387
73
$14M 0.28%
252,429
-17,312
74
$14M 0.28%
65,651
+41,076
75
$13.7M 0.27%
148,501
-1,605