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
$4.25B
AUM Growth
+$479M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,253
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$36.5M
3
+$25.9M
4
VTV icon
Vanguard Value ETF
VTV
+$24M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$21.9M

Top Sells

1
+$5.39M
2
+$4.84M
3
+$4.32M
4
SLB icon
SLB Ltd
SLB
+$3.36M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.76M

Sector Composition

1 Technology 7.32%
2 Financials 5.55%
3 Healthcare 4.89%
4 Energy 4.86%
5 Industrials 4.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$3.43M 0.08%
46,922
-10,166
202
$3.41M 0.08%
37,170
+5,452
203
$3.41M 0.08%
26,967
+2,603
204
$3.33M 0.08%
94,792
+30,394
205
$3.31M 0.08%
56,488
-8,475
206
$3.24M 0.08%
54,095
+20,683
207
$3.23M 0.08%
114,604
-7,623
208
$3.21M 0.08%
37,058
+1,316
209
$3.19M 0.07%
23,691
+3,010
210
$3.17M 0.07%
63,638
-959
211
$3.14M 0.07%
36,510
+2,949
212
$3.13M 0.07%
94,309
+15,712
213
$3.12M 0.07%
27,164
-399
214
$3.12M 0.07%
64,293
+4,893
215
$3.12M 0.07%
33,288
+3,513
216
$3.1M 0.07%
27,727
+478
217
$3.09M 0.07%
111,320
+28,348
218
$3.08M 0.07%
48,684
+1,088
219
$3.08M 0.07%
39,041
+1,366
220
$3.01M 0.07%
29,620
-7,833
221
$2.99M 0.07%
18,696
+1,260
222
$2.98M 0.07%
24,219
-4,189
223
$2.97M 0.07%
35,220
+3,067
224
$2.95M 0.07%
110,110
-10,410
225
$2.92M 0.07%
28,689
+5,290
7 8
9
10 11