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
276
$5.67M 0.05%
216,899
+57,493
277
$5.67M 0.05%
37,717
+19,200
278
$5.67M 0.05%
44,819
+13,572
279
$5.63M 0.05%
530,803
+1,326
280
$5.56M 0.05%
22,987
+3,144
281
$5.52M 0.05%
29,295
+18,643
282
$5.51M 0.05%
100,625
+46,510
283
$5.49M 0.05%
53,283
-2,118
284
$5.48M 0.05%
22,491
+9,993
285
$5.46M 0.05%
35,234
+1,361
286
$5.46M 0.05%
28,984
+13,324
287
$5.41M 0.05%
170,290
+72,515
288
$5.39M 0.05%
+209,695
289
$5.27M 0.05%
+114,656
290
$5.26M 0.05%
195,888
+63,610
291
$5.23M 0.05%
159,229
+19,323
292
$5.11M 0.05%
+16,538
293
$5.1M 0.05%
+200,190
294
$5.08M 0.05%
64,433
+2,439
295
$5.06M 0.05%
108,662
+39,557
296
$5.04M 0.05%
324,604
+82,599
297
$5.01M 0.05%
100,826
+84,820
298
$5.01M 0.05%
13
299
$4.99M 0.05%
8,080
-4,800
300
$4.97M 0.05%
126,921
+2,575
10 11
12
13 14