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
$42.7B
AUM Growth
+$6.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,076
New
Increased
Reduced
Closed

Top Buys

1
+$1.67B
2
+$700M
3
+$600M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$491M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$318M

Top Sells

1
+$775M
2
+$334M
3
+$268M
4
T icon
AT&T
T
+$230M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$96.5M

Sector Composition

1 Technology 6.54%
2 Healthcare 4.15%
3 Financials 3.22%
4 Industrials 2.54%
5 Consumer Staples 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-7,470
1952
– –
-775
1953
– –
-9,154
1954
– –
-10,891
1955
– –
-11,500
1956
– –
-7,799
1957
– –
-763
1958
– –
-35,567
1959
– –
-1,375
1960
– –
-9,309
1961
– –
-200
1962
– –
-7,454
1963
– –
-15,288
1964
– –
-2,773
1965
– –
-133,026
1966
– –
-2,841
1967
– –
-6,635
1968
– –
-2,010
1969
– –
-4,724
1970
– –
-2,952
1971
– –
-3,484
1972
– –
-2,915
1973
– –
-5,394
1974
– –
-43,062
1975
– –
-13,569
77 78
79
80 81