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
$42.7B
AUM Growth
+$6.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,076
New
Increased
Reduced
Closed

Top Buys

1
+$1.67B
2
+$700M
3
+$600M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$491M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$318M

Top Sells

1
+$775M
2
+$334M
3
+$268M
4
T icon
AT&T
T
+$230M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$96.5M

Sector Composition

1 Technology 6.54%
2 Healthcare 4.15%
3 Financials 3.22%
4 Industrials 2.54%
5 Consumer Staples 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-11,125
2027
– –
-4,087
2028
– –
-13,753
2029
– –
-3,568
2030
– –
-12,686
2031
– –
-12,172
2032
– –
-13,928
2033
– –
-5,442
2034
– –
-20,000
2035
– –
-12,969
2036
– –
-14,781
2037
– –
-2,338
2038
– –
-3,473
2039
– –
-7,070
2040
– –
-3,224
2041
– –
-26,326
2042
– –
-53,940
2043
– –
-1,223
2044
– –
-18,546
2045
– –
-19,361
2046
– –
-7,017
2047
– –
-40,703
2048
– –
-17,091
2049
– –
-5,261
2050
– –
-16,715
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