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
751
$476K 0.01%
34,640
-4,628
752
$475K 0.01%
10,507
-229
753
$474K 0.01%
8,903
-10
754
$472K 0.01%
+6,106
755
$472K 0.01%
5,985
+394
756
$470K 0.01%
5,805
-345
757
$470K 0.01%
7,515
+1,785
758
$465K 0.01%
2,790
+250
759
$464K 0.01%
1,541
+38
760
$460K 0.01%
3,081
+336
761
$459K 0.01%
6,170
-1,087
762
$459K 0.01%
+10,940
763
$458K 0.01%
16,462
+498
764
$457K 0.01%
6,521
+213
765
$456K 0.01%
6,571
-264
766
$455K 0.01%
1,813
-13
767
$454K 0.01%
8,301
+54
768
$451K 0.01%
4,982
-167
769
$449K 0.01%
15,505
-1,969
770
$448K 0.01%
25,024
-10
771
$446K 0.01%
26,246
+7,189
772
$443K 0.01%
8,526
-732
773
$443K 0.01%
16,554
+119
774
$440K 0.01%
44,337
-10,655
775
$440K 0.01%
12,705
+2,900