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
326
$4.31M 0.04%
55,260
+48,897
327
$4.28M 0.04%
121,270
+111,425
328
$4.27M 0.04%
15,417
+9,949
329
$4.26M 0.04%
81,775
+24,530
330
$4.23M 0.04%
53,925
+21,472
331
$4.18M 0.04%
+149,814
332
$4.14M 0.04%
51,615
-8,453
333
$4.14M 0.04%
+165,746
334
$4.1M 0.04%
29,011
+8,869
335
$4.1M 0.04%
16,638
+42
336
$4.08M 0.04%
40,575
+12,120
337
$4.04M 0.04%
41,649
-555
338
$3.99M 0.04%
19,141
+619
339
$3.98M 0.04%
152,396
+39,038
340
$3.97M 0.04%
5,264
+915
341
$3.96M 0.04%
36,414
+1,339
342
$3.96M 0.04%
28,044
+14,586
343
$3.92M 0.04%
31,219
+12,524
344
$3.92M 0.04%
48,126
+2,938
345
$3.91M 0.04%
+77,890
346
$3.91M 0.04%
135,504
+112,330
347
$3.9M 0.04%
59,640
+6,039
348
$3.9M 0.04%
45,593
-6,504
349
$3.89M 0.04%
60,192
+19,070
350
$3.88M 0.04%
73,944
-8,100
12 13
14
15 16