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
101
$8.48M 0.2%
266,842
+104,371
102
$8.29M 0.19%
42,992
-1,133
103
$8.23M 0.19%
144,262
+31,448
104
$8.04M 0.19%
62,808
+8,819
105
$8.02M 0.19%
47,375
+1,429
106
$7.97M 0.19%
384,657
-25,638
107
$7.94M 0.19%
181,654
+41,672
108
$7.93M 0.19%
200,445
+7,488
109
$7.87M 0.19%
103,588
+664
110
$7.77M 0.18%
242,239
+135,592
111
$7.76M 0.18%
227,261
-98,481
112
$7.68M 0.18%
152,215
+18,111
113
$7.61M 0.18%
94,757
+11,306
114
$7.6M 0.18%
206,464
-15,464
115
$7.4M 0.17%
80,763
+6,323
116
$7.35M 0.17%
132,893
+2,373
117
$7.31M 0.17%
119,980
-740
118
$7.2M 0.17%
117,940
-70,820
119
$7.03M 0.17%
102,016
-1,606
120
$6.77M 0.16%
178,137
+16,326
121
$6.7M 0.16%
121,835
+5,704
122
$6.6M 0.16%
55,115
+5,431
123
$6.57M 0.15%
50,802
+58
124
$6.46M 0.15%
79,703
+356
125
$6.35M 0.15%
86,210
+3,290
3 4
5
6 7