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
1201
-2,556
1202
-21,879
1203
-22,129
1204
-33,447
1205
-4,020
1206
-5,733
1207
-4,001
1208
-83,587
1209
-3,301
1210
-3,252
1211
-10,717
1212
-1,553
1213
-2,073
1214
-27,025
1215
-40,057
1216
-50,100
1217
-1,779
1218
-18,820
1219
-26,571
1220
-64,049
1221
-7,910
1222
-6,727
1223
-9,147
1224
-5,399
1225
-19,175