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
– –
-3,835
1202
– –
-5,168
1203
– –
-1,433
1204
– –
-384,657
1205
– –
-2,504
1206
– –
-8,565
1207
– –
-7,661
1208
– –
-3,005
1209
– –
-11,613
1210
– –
-6,448
1211
– –
-15,862
1212
– –
-10,573
1213
– –
-25,944
1214
– –
-13,222
1215
– –
-10,128
1216
– –
-31,657
1217
– –
-10,999
1218
– –
-63,400
1219
– –
-12,500
1220
– –
-2,848
1221
– –
-7,910
1222
– –
-6,727
1223
– –
-9,147
1224
– –
-5,399
1225
– –
-19,175
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