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 3.2%
4 Industrials 2.53%
5 Consumer Staples 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
-200
1952
-7,454
1953
-2,773
1954
-89,393
1955
-3,286
1956
-7,651
1957
-6,635
1958
-2,010
1959
-4,724
1960
-2,952
1961
-3,484
1962
-2,915
1963
-5,394
1964
-43,062
1965
-13,569
1966
-16,069
1967
-2,946
1968
-3,503
1969
-3,290
1970
-2,571
1971
-12,890
1972
-4,518
1973
-4,208
1974
-2,020
1975
-11,500