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
251
$8.82M 0.05%
235,541
+8,614
252
$8.78M 0.05%
153,246
+6,654
253
$8.73M 0.05%
516,157
+103,251
254
$8.7M 0.05%
30,513
+6,289
255
$8.63M 0.05%
69,027
-3,060
256
$8.56M 0.05%
72,204
-20,118
257
$8.53M 0.05%
337,265
+83,625
258
$8.52M 0.05%
155,139
-3,656
259
$8.44M 0.05%
225,420
+22,510
260
$8.43M 0.05%
170,144
-40,335
261
$8.42M 0.05%
122,050
-6,440
262
$8.32M 0.05%
183,624
+4,233
263
$8.32M 0.05%
70,347
+9,568
264
$8.29M 0.05%
66,928
-758
265
$8.27M 0.05%
36,342
+1,000
266
$8.24M 0.05%
272,371
+1,210
267
$8.23M 0.05%
+70,265
268
$8.22M 0.05%
322,856
+20,701
269
$8.18M 0.05%
290,649
+57,074
270
$8.18M 0.05%
384,575
-125,381
271
$8.06M 0.05%
151,686
-1,828
272
$8.05M 0.05%
210,109
-21,894
273
$7.95M 0.05%
100,548
+88,364
274
$7.94M 0.05%
22,360
-1,497
275
$7.91M 0.05%
23,947
+3,934
9 10
11
12 13