Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $65.6B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$120M
2
+$80.7M
3
+$72.5M
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$68.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$51.6M

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
901
$249K 0.01%
+16,874
902
$248K 0.01%
+17,979
903
$248K 0.01%
+11,944
904
$248K 0.01%
+870
905
$247K 0.01%
+8,293
906
$247K 0.01%
+3,039
907
$243K 0.01%
+4,580
908
$243K 0.01%
+6,049
909
$243K 0.01%
+13,577
910
$243K 0.01%
+20,000
911
$242K 0.01%
+12,944
912
$242K 0.01%
+5,880
913
$242K 0.01%
+3,080
914
$241K 0.01%
+3,171
915
$240K 0.01%
+5,816
916
$240K 0.01%
+11,918
917
$240K 0.01%
+3,719
918
$240K 0.01%
+10,032
919
$240K 0.01%
+10,270
920
$239K 0.01%
+6,915
921
$239K 0.01%
+6,680
922
$239K 0.01%
+4,440
923
$239K 0.01%
+1,324
924
$238K 0.01%
+2,233
925
$238K 0.01%
+1,666
35 36
37
38 39