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
2001
– –
-22,051
2002
– –
-30,130
2003
– –
-62,262
2004
– –
-17,152
2005
– –
-39,873
2006
– –
-68,805
2007
– –
-12,528
2008
– –
-3,815
2009
– –
-24,156
2010
– –
-20,000
2011
– –
-40,000
2012
– –
-15,288
2013
– –
-133,026
2014
– –
-2,841
2015
– –
-12,046
2016
– –
-10,706
2017
– –
-72,363
2018
– –
-1,353
2019
– –
-12,803
2020
– –
-12,009
2021
– –
-11,125
2022
– –
-17,091
2023
– –
-16,715
2024
– –
-5,033
2025
– –
-6,114
79 80
81
82 83