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
326
$6.29M 0.04%
62,638
-1,106
327
$6.29M 0.04%
47,844
+20,335
328
$6.29M 0.04%
144,669
-32,188
329
$6.22M 0.04%
93,794
+4,451
330
$6.2M 0.04%
39,274
+7,208
331
$6.18M 0.04%
167,449
+15,503
332
$6.1M 0.04%
24,275
+4,014
333
$6.08M 0.04%
59,991
+5,037
334
$6.08M 0.04%
14,688
+374
335
$6.06M 0.04%
159,985
+12,673
336
$6M 0.04%
134,629
-18,325
337
$5.97M 0.04%
77,768
+8,600
338
$5.97M 0.04%
136,478
-26,024
339
$5.96M 0.04%
58,481
-1,402
340
$5.96M 0.04%
24,695
+640
341
$5.91M 0.03%
104,264
+20,738
342
$5.89M 0.03%
51,709
+2,033
343
$5.89M 0.03%
86,225
+20,090
344
$5.86M 0.03%
299,919
-31,446
345
$5.85M 0.03%
82,039
+34,597
346
$5.84M 0.03%
102,537
+10,718
347
$5.84M 0.03%
64,963
-1,217
348
$5.8M 0.03%
84,133
+32,807
349
$5.72M 0.03%
42,279
-1,911
350
$5.71M 0.03%
75,285
+1,545
12 13
14
15 16