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
1001
$220K 0.01%
7,886
+1,143
1002
$219K 0.01%
14,699
+897
1003
$218K 0.01%
+1,135
1004
$218K 0.01%
+4,770
1005
$217K 0.01%
+7,223
1006
$217K 0.01%
12,232
+872
1007
$216K 0.01%
2,260
-2,491
1008
$216K 0.01%
3,835
-3,509
1009
$215K 0.01%
+2,504
1010
$214K 0.01%
15,616
-6,940
1011
$213K 0.01%
21,387
+1,170
1012
$213K 0.01%
+14,666
1013
$212K 0.01%
3,830
-610
1014
$212K 0.01%
+3,951
1015
$212K 0.01%
1,028
+26
1016
$210K ﹤0.01%
14,874
-225
1017
$209K ﹤0.01%
+689
1018
$209K ﹤0.01%
22,769
-11,500
1019
$208K ﹤0.01%
15,116
+1,560
1020
$208K ﹤0.01%
4,001
-31
1021
$207K ﹤0.01%
6,185
+5
1022
$207K ﹤0.01%
+7,776
1023
$207K ﹤0.01%
+1,985
1024
$207K ﹤0.01%
+7,606
1025
$207K ﹤0.01%
1,553
-174