Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $65.6B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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 +$38.8M
2 +$36.3M
3 +$26.2M
4
VTV icon
Vanguard Value ETF
VTV
+$23.8M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$21.8M

Top Sells

1 +$5.35M
2 +$4.87M
3 +$4.19M
4
SLB icon
SLB Ltd
SLB
+$3.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.74M

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
1226
-4,609
1227
-7,702
1228
-13,000
1229
-13,338
1230
-8,661
1231
-44,850
1232
-11,342
1233
-24,659
1234
-11,192
1235
-25,840
1236
-78,373
1237
-6,750
1238
-10,000
1239
-186
1240
-4,768
1241
-28,498
1242
-1,639
1243
-26,779