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
926
$237K 0.01%
+4,534
927
$236K 0.01%
+6,750
928
$235K 0.01%
+2,641
929
$235K 0.01%
+4,712
930
$234K 0.01%
+8,680
931
$232K 0.01%
+3,695
932
$232K 0.01%
+2,185
933
$231K 0.01%
+5,710
934
$231K 0.01%
+1,399
935
$230K 0.01%
+2,661
936
$230K 0.01%
+61,839
937
$229K 0.01%
+3,398
938
$228K 0.01%
+3,204
939
$227K 0.01%
+2,741
940
$227K 0.01%
+4,384
941
$227K 0.01%
+16,156
942
$226K 0.01%
+19,829
943
$226K 0.01%
+2,990
944
$226K 0.01%
+4,460
945
$226K 0.01%
+5,996
946
$225K 0.01%
+4,038
947
$225K 0.01%
+2,528
948
$225K 0.01%
+85,701
949
$224K 0.01%
+12,032
950
$224K 0.01%
+4,640