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
351
$5.69M 0.03%
81,025
+1,695
352
$5.67M 0.03%
119,122
-32,140
353
$5.67M 0.03%
113,079
-353
354
$5.66M 0.03%
48,055
+6,728
355
$5.64M 0.03%
54,670
+19,679
356
$5.63M 0.03%
245,456
-633,492
357
$5.63M 0.03%
32,579
+4,008
358
$5.58M 0.03%
71,057
-1,361
359
$5.57M 0.03%
27,115
+4,007
360
$5.57M 0.03%
31,672
+2,210
361
$5.48M 0.03%
86,345
+2,182
362
$5.47M 0.03%
96,468
-4,085
363
$5.44M 0.03%
11,319
-787
364
$5.42M 0.03%
480,975
-135,727
365
$5.42M 0.03%
28,730
+1,938
366
$5.39M 0.03%
99,022
+11,888
367
$5.37M 0.03%
118,318
+18,409
368
$5.36M 0.03%
213,507
-21,107
369
$5.34M 0.03%
71,196
+1,202
370
$5.33M 0.03%
116,271
+29,904
371
$5.31M 0.03%
107,064
-192
372
$5.29M 0.03%
24,661
+2,155
373
$5.28M 0.03%
44,671
+25,774
374
$5.15M 0.03%
31,200
-4,952
375
$5.12M 0.03%
33,542
+4,223
13 14
15
16 17