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
$4.25B
AUM Growth
+$479M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$36.5M
3
+$25.9M
4
VTV icon
Vanguard Value ETF
VTV
+$24M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$21.9M

Top Sells

1
+$5.39M
2
+$4.84M
3
+$4.32M
4
SLB icon
SLB Ltd
SLB
+$3.36M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.76M

Sector Composition

1 Technology 7.32%
2 Financials 5.55%
3 Healthcare 4.89%
4 Energy 4.86%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
951
$250K 0.01%
3,852
+237
952
$250K 0.01%
+29,751
953
$250K 0.01%
13,250
-3,186
954
$250K 0.01%
6,855
+511
955
$249K 0.01%
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956
$248K 0.01%
+6,448
957
$247K 0.01%
7,329
-23
958
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3,334
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959
$247K 0.01%
21,879
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960
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4,899
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$245K 0.01%
2,691
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963
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964
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5,638
-1,260
965
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6,815
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5,399
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7,986
-250
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973
$241K 0.01%
10,593
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$240K 0.01%
18,580
-5,003
975
$240K 0.01%
1,780
+22
37 38
39
40 41