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Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.33%
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
2001
– –
-11,089
2002
– –
-17,823
2003
– –
-6,543
2004
– –
-1,315
2005
– –
-18,750
2006
– –
-53,423
2007
– –
-12,909
2008
– –
-35,030
2009
– –
-19,884
2010
– –
-3,216
2011
– –
-7,882
2012
– –
-915
2013
– –
-4,234
2014
– –
-11,128
2015
– –
-1,250
2016
– –
-1,195
2017
– –
-6,688
2018
– –
-15,819
2019
– –
-5,269
2020
– –
-3,863
2021
– –
-800
2022
– –
-5,090
2023
– –
-4,144
2024
– –
-10,873
2025
– –
-16,102
79 80
81
82 83