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 3.21%
4 Industrials 2.53%
5 Consumer Staples 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-12,172
2027
– –
-13,928
2028
– –
-5,442
2029
– –
-20,000
2030
– –
-12,969
2031
– –
-14,781
2032
– –
-2,338
2033
– –
-3,473
2034
– –
-7,070
2035
– –
-3,224
2036
– –
-26,326
2037
– –
-53,940
2038
– –
-1,223
2039
– –
-18,546
2040
– –
-19,361
2041
– –
-7,017
2042
– –
-40,703
2043
– –
-17,091
2044
– –
-5,261
2045
– –
-16,715
2046
– –
-4,977
2047
– –
-119,043
2048
– –
-5,033
2049
– –
-15,411
2050
– –
-5,090
79 80 81
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