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
$11B
AUM Growth
+$2.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,695
New
Increased
Reduced
Closed

Top Buys

1 +$275M
2 +$91.7M
3 +$90.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$89.5M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$79.6M

Top Sells

1 +$22.3M
2 +$15.8M
3 +$13.8M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$13.1M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$12.7M

Sector Composition

1 Technology 8.84%
2 Financials 4.43%
3 Consumer Discretionary 4.01%
4 Healthcare 3.93%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$7.65M 0.07%
56,449
+53,564
227
$7.61M 0.07%
41,673
+2,485
228
$7.61M 0.07%
127,039
+4,562
229
$7.58M 0.07%
148,176
+42,690
230
$7.57M 0.07%
+169,172
231
$7.48M 0.07%
73,303
+64,094
232
$7.47M 0.07%
78,161
+38,407
233
$7.46M 0.07%
351,895
+59,830
234
$7.44M 0.07%
117,750
-1,799
235
$7.37M 0.07%
31,082
+24,293
236
$7.3M 0.07%
132,067
+72,178
237
$7.22M 0.07%
273,479
+38,313
238
$7.16M 0.07%
66,425
+834
239
$7.08M 0.06%
+119,950
240
$7.08M 0.06%
187,684
+27,169
241
$7.07M 0.06%
21,690
+5,791
242
$7.06M 0.06%
29,540
+1,567
243
$7.05M 0.06%
27,223
+6,800
244
$7.03M 0.06%
150,828
+113,047
245
$6.93M 0.06%
53,365
+26,676
246
$6.88M 0.06%
150,238
+4,502
247
$6.88M 0.06%
246,176
+72,779
248
$6.76M 0.06%
18,304
+3,288
249
$6.75M 0.06%
29,790
+3,964
250
$6.73M 0.06%
+62,112