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
$17B
AUM Growth
+$787M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,981
New
Increased
Reduced
Closed

Top Buys

1
+$170M
2
+$94.2M
3
+$85.9M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$67.9M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$57.8M

Top Sells

1
+$20.3M
2
+$14.5M
3
+$11M
4
EOG icon
EOG Resources
EOG
+$7.54M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.34M

Sector Composition

1 Technology 8.81%
2 Financials 5.1%
3 Healthcare 3.77%
4 Consumer Discretionary 3.47%
5 Industrials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.1M 0.06%
175,243
-5,286
227
$10.1M 0.06%
376,955
+33,241
228
$10M 0.06%
47,958
-1,605
229
$9.97M 0.06%
179,490
-22,926
230
$9.96M 0.06%
171,118
-2,407
231
$9.73M 0.06%
54,382
+5,442
232
$9.61M 0.06%
329,145
-10,926
233
$9.56M 0.06%
+174,016
234
$9.53M 0.06%
87,143
+42,166
235
$9.49M 0.06%
49,558
+5,367
236
$9.41M 0.06%
21,313
-490
237
$9.38M 0.06%
93,687
-17,056
238
$9.35M 0.06%
13,389
+5,423
239
$9.31M 0.05%
124,997
+3,731
240
$9.31M 0.05%
107,716
-2,599
241
$9.22M 0.05%
178,776
+2,933
242
$9.18M 0.05%
172,647
+11,264
243
$9.17M 0.05%
83,613
+359
244
$9.14M 0.05%
354,019
-111,384
245
$9.12M 0.05%
69,589
+3,296
246
$9.03M 0.05%
93,920
+377
247
$9.02M 0.05%
39,832
+5,138
248
$8.99M 0.05%
57,329
+176
249
$8.93M 0.05%
436,081
+13,941
250
$8.9M 0.05%
71,496
+7,417
8 9
10
11 12