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
2026
– –
-13,489
2027
– –
-5,279
2028
– –
-84,875
2029
– –
-7,241
2030
– –
-8,200
2031
– –
-2,058,363
2032
– –
-3,897
2033
– –
-10,881
2034
– –
-14,198
2035
– –
-15,019
2036
– –
-118,544
2037
– –
-743
2038
– –
-3,549
2039
– –
-2,738
2040
– –
-9,262
2041
– –
-5,336
2042
– –
-7,470
2043
– –
-775
2044
– –
-9,154
2045
– –
-10,891
2046
– –
-11,500
2047
– –
-43,311
2048
– –
-15,446
2049
– –
-15,663
2050
– –
-100
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