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
1026
$230K ﹤0.01%
33,435
+1,809
1027
$230K ﹤0.01%
13,338
-5,137
1028
$230K ﹤0.01%
2,636
-954
1029
$228K ﹤0.01%
+6,612
1030
$227K ﹤0.01%
7,768
-8
1031
$226K ﹤0.01%
2,806
-1,316
1032
$226K ﹤0.01%
+3,591
1033
$226K ﹤0.01%
2,876
-169
1034
$225K ﹤0.01%
11,164
-2,086
1035
$225K ﹤0.01%
+5,706
1036
$225K ﹤0.01%
7,993
+387
1037
$224K ﹤0.01%
21,356
+3,614
1038
$224K ﹤0.01%
+8,762
1039
$223K ﹤0.01%
+1,103
1040
$222K ﹤0.01%
8,783
-140
1041
$222K ﹤0.01%
+1,561
1042
$221K ﹤0.01%
+2,324
1043
$221K ﹤0.01%
55,837
-40,000
1044
$220K ﹤0.01%
+7,623
1045
$220K ﹤0.01%
7,043
-8
1046
$217K ﹤0.01%
6,080
-6,148
1047
$217K ﹤0.01%
+5,355
1048
$216K ﹤0.01%
+3,934
1049
$216K ﹤0.01%
2,292
-9,212
1050
$216K ﹤0.01%
6,600
-909