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
301
$6.93M 0.04%
136,894
+102,892
302
$6.9M 0.04%
232,312
+6,212
303
$6.89M 0.04%
40,459
+23,137
304
$6.89M 0.04%
133,610
+269
305
$6.88M 0.04%
218,230
+23,790
306
$6.87M 0.04%
16,540
-2,286
307
$6.85M 0.04%
70,087
+25,055
308
$6.84M 0.04%
92,667
-27,495
309
$6.8M 0.04%
65,211
+2,104
310
$6.79M 0.04%
22,609
-240
311
$6.78M 0.04%
25,367
+381
312
$6.71M 0.04%
304,206
-49,543
313
$6.62M 0.04%
+127,046
314
$6.59M 0.04%
130,446
+16,140
315
$6.55M 0.04%
156,121
+103,475
316
$6.54M 0.04%
102,364
+87,188
317
$6.54M 0.04%
49,469
+15,278
318
$6.5M 0.04%
89,678
+1,388
319
$6.48M 0.04%
259,331
-20,325
320
$6.47M 0.04%
144,846
321
$6.41M 0.04%
126,967
+100,067
322
$6.39M 0.04%
108,777
+25,237
323
$6.34M 0.04%
15,463
+4,846
324
$6.33M 0.04%
100,851
+13,528
325
$6.31M 0.04%
256,147
+75,636
11 12
13
14 15