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

Top Buys

1
+$699M
2
+$494M
3
+$322M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$291M
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$273M

Top Sells

1
+$714M
2
+$349M
3
+$246M
4
T icon
AT&T
T
+$160M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$85.9M

Sector Composition

1 Technology 6.56%
2 Healthcare 4.15%
3 Financials 3.21%
4 Industrials 2.53%
5 Consumer Staples 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-12,803
1952
– –
-12,009
1953
– –
-6,114
1954
– –
-13,489
1955
– –
-5,279
1956
– –
-84,875
1957
– –
-7,241
1958
– –
-8,200
1959
– –
-2,058,363
1960
– –
-3,897
1961
– –
-10,881
1962
– –
-14,198
1963
– –
-15,019
1964
– –
-118,544
1965
– –
-743
1966
– –
-3,549
1967
– –
-2,738
1968
– –
-9,262
1969
– –
-5,336
1970
– –
-7,470
1971
– –
-775
1972
– –
-9,154
1973
– –
-10,891
1974
– –
-11,500
1975
– –
-7,799
77 78
79
80 81