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MI
Mercer Investments Portfolio holdings
AUM
$62.6M
1-Year Est. Return
17.6%
This Fund
S&P 500
This Quarter
Est. Return
+0.1%
1 Year Est. Return
+17.6%
3 Year Est. Return
+33.1%
5 Year Est. Return
+84.56%
10 Year Est. Return
–
AUM
$50.2M
AUM Growth
–
Cap. Flow
+$52.2M
Cap. Flow
% of AUM
103.8%
Top 10 Holdings %
Top 10 Hldgs %
73.59%
Holding
53
New
53
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares MSCI Japan ETF
EWJ
|
+$11.9M |
| 2 |
iShares MSCI Canada ETF
EWC
|
+$7.65M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$5.76M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$3.45M |
| 5 |
iShares North American Natural Resources ETF
IGE
|
+$3.25M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 4.58% |
| 2 | Financials | 3.8% |
| 3 | Technology | 3.77% |
| 4 | Industrials | 3.66% |
| 5 | Consumer Staples | 3.45% |
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Mercer Investments's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Mercer Investments, which disclosed 53 positions worth $50.2M. Its ten largest holdings account for 74% of the portfolio.
Its largest position is iShares MSCI Japan ETF: 262,547 shares worth $11.8M.
By sector, the portfolio is most concentrated in Healthcare at 4.6% of assets, followed by Financials and Technology.
- Mercer Investments's largest Q2 2013 buy was iShares MSCI Japan ETF: 262,547 shares worth $11.8M.
- Mercer Investments's ten largest holdings make up 74% of its $50.2M portfolio in Q2 2013.
- Mercer Investments disclosed 53 positions in Q2 2013, its first 13F filing on record.
Based on Mercer Investments's 13F filing for Q2 2013, filed 12 Aug 2013.