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
176
$4.05M 0.1%
252,165
-2,985
177
$4.03M 0.09%
72,365
+12,715
178
$3.98M 0.09%
145,504
+131,945
179
$3.96M 0.09%
76,851
+12,382
180
$3.9M 0.09%
100,959
+809
181
$3.88M 0.09%
42,754
+1,581
182
$3.86M 0.09%
32,639
+3,714
183
$3.83M 0.09%
34,292
+2,501
184
$3.83M 0.09%
92,760
+34,838
185
$3.82M 0.09%
82,993
+9,334
186
$3.77M 0.09%
77,994
+5,920
187
$3.71M 0.09%
41,421
+19,027
188
$3.7M 0.09%
160,182
+1,797
189
$3.68M 0.09%
68,665
-5,132
190
$3.63M 0.09%
72,225
+546
191
$3.61M 0.08%
130,760
+9,240
192
$3.6M 0.08%
22,739
+2,525
193
$3.58M 0.08%
30,814
+25,320
194
$3.57M 0.08%
1,817
-144
195
$3.54M 0.08%
25,240
+3,917
196
$3.51M 0.08%
39,707
-11,580
197
$3.47M 0.08%
39,722
+4,014
198
$3.46M 0.08%
54,884
-1,158
199
$3.45M 0.08%
13,978
+1,438
200
$3.43M 0.08%
28,763
+442