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
751
$365K 0.01%
+841
752
$365K 0.01%
+24,367
753
$365K 0.01%
+8,906
754
$365K 0.01%
+2,079
755
$364K 0.01%
+14,022
756
$364K 0.01%
+4,016
757
$363K 0.01%
+7,974
758
$361K 0.01%
+90,837
759
$360K 0.01%
+6,485
760
$358K 0.01%
+2,632
761
$355K 0.01%
+10,215
762
$355K 0.01%
+98,836
763
$355K 0.01%
+4,089
764
$353K 0.01%
+5,481
765
$351K 0.01%
+6,462
766
$350K 0.01%
+4,665
767
$348K 0.01%
+12,548
768
$347K 0.01%
+683
769
$347K 0.01%
+4,212
770
$346K 0.01%
+10,654
771
$345K 0.01%
+10,876
772
$343K 0.01%
+4,628
773
$342K 0.01%
+11,932
774
$342K 0.01%
+552
775
$340K 0.01%
+5,243
29 30
31
32 33