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
$36.7B
AUM Growth
+$1.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,070
New
Increased
Reduced
Closed

Top Buys

1
+$836M
2
+$438M
3
+$303M
4
ADBE icon
Adobe
ADBE
+$238M
5
T icon
AT&T
T
+$230M

Top Sells

1
+$54.3M
2
+$53M
3
+$27.8M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$21.8M
5
DFAE icon
Dimensional Emerging Core Equity Market ETF
DFAE
+$18.3M

Sector Composition

1 Technology 7.29%
2 Healthcare 4.34%
3 Financials 3.27%
4 Industrials 2.57%
5 Consumer Staples 2.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-3,216
1977
– –
-7,882
1978
– –
-915
1979
– –
-4,234
1980
– –
-11,128
1981
– –
-1,250
1982
– –
-1,195
1983
– –
-6,688
1984
– –
-15,819
1985
– –
-5,269
1986
– –
-3,863
1987
– –
-800
1988
– –
-5,090
1989
– –
-4,144
1990
– –
-10,873
1991
– –
-16,102
1992
– –
-5,510
1993
– –
-12,194
1994
– –
-2,677
1995
– –
-11,664
1996
– –
-5,420
1997
– –
-3,586
1998
– –
-10,000
1999
– –
-471
2000
– –
-7,951
78 79
80
81 82