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
1201
– –
-5,235
1202
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1203
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-23,679
1204
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-1,964
1205
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1206
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-11,598
1207
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-64,899
1208
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-9,106
1209
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-10,180
1210
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-10,000
1211
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-6,965
1212
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-5,591
1213
– –
-65,811
1214
– –
-1,936
1215
– –
-5,950
1216
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-4,853
1217
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-6,267
1218
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-683
1219
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-3,130
1220
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-13,000
1221
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-6,448
1222
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-15,605
1223
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-13,892
1224
– –
-14,000
1225
– –
-249
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