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
1976
– –
-1,859
1977
– –
-6,667
1978
– –
-1,194
1979
– –
-24,370
1980
– –
-2,217
1981
– –
-13,928
1982
– –
-5,442
1983
– –
-20,000
1984
– –
-12,969
1985
– –
-14,781
1986
– –
-2,338
1987
– –
-3,473
1988
– –
-7,070
1989
– –
-3,224
1990
– –
-26,326
1991
– –
-53,940
1992
– –
-19,361
1993
– –
-7,017
1994
– –
-40,703
1995
– –
-5,261
1996
– –
-4,977
1997
– –
-5,356
1998
– –
-10,272
1999
– –
-17,407
2000
– –
-234
78 79
80
81 82