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
– –
-3,085
1977
– –
-31,296
1978
– –
-1,847
1979
– –
-6,803
1980
– –
-17,573
1981
– –
0
1982
– –
-4,330
1983
– –
-602
1984
– –
-4,605
1985
– –
-769
1986
– –
-5,061
1987
– –
-13,739
1988
– –
-4,412
1989
– –
-138,993
1990
– –
-1,052
1991
– –
-12,363
1992
– –
-672
1993
– –
-2,828
1994
– –
-10,912
1995
– –
-5,047
1996
– –
-9,458
1997
– –
-7,142
1998
– –
-13,958
1999
– –
-12,145
2000
– –
-10,889
78 79
80
81 82