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
$5.01B
AUM Growth
+$756M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,229
New
Increased
Reduced
Closed

Top Buys

1
+$34.1M
2
+$33M
3
+$30.4M
4
AAPL icon
Apple
AAPL
+$25.1M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$23.4M

Top Sells

1
+$7.97M
2
+$5.11M
3
+$4.43M
4
WBA
Walgreens Boots Alliance
WBA
+$4.2M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$3.91M

Sector Composition

1 Technology 7.83%
2 Financials 5.46%
3 Healthcare 4.79%
4 Energy 4.2%
5 Industrials 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$4.2M 0.08%
132,820
+2,060
202
$4.14M 0.08%
144,462
-1,042
203
$4.14M 0.08%
28,018
+8,267
204
$4.14M 0.08%
63,424
+59,543
205
$4.12M 0.08%
48,370
-2,560
206
$4.11M 0.08%
46,783
+7,076
207
$4.09M 0.08%
169,590
+9,408
208
$4.02M 0.08%
32,301
-338
209
$4.02M 0.08%
72,942
+717
210
$3.94M 0.08%
64,531
+893
211
$3.89M 0.08%
18,336
+1,345
212
$3.83M 0.08%
42,649
+5,936
213
$3.82M 0.08%
49,717
-2,477
214
$3.82M 0.08%
96,006
+1,214
215
$3.73M 0.07%
50,262
-4,622
216
$3.68M 0.07%
88,550
-4,210
217
$3.68M 0.07%
28,633
-130
218
$3.67M 0.07%
27,926
+199
219
$3.65M 0.07%
62,238
-6,427
220
$3.64M 0.07%
13,719
-259
221
$3.63M 0.07%
61,632
-71,261
222
$3.62M 0.07%
24,251
+1,512
223
$3.58M 0.07%
39,907
+2,849
224
$3.56M 0.07%
63,248
+29,768
225
$3.56M 0.07%
51,758
+17,346
7 8
9
10 11