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
376
$5.12M 0.03%
20,806
+2,291
377
$5.1M 0.03%
118,116
-4,758
378
$5.08M 0.03%
229,132
-45,041
379
$5.07M 0.03%
100,354
-8,279
380
$5.01M 0.03%
109,725
+79,290
381
$5M 0.03%
+92,900
382
$4.99M 0.03%
28,986
+11,905
383
$4.96M 0.03%
73,257
+6,482
384
$4.95M 0.03%
24,153
-4,785
385
$4.93M 0.03%
83,007
+10,543
386
$4.92M 0.03%
294,283
+75,418
387
$4.9M 0.03%
78,242
+10,249
388
$4.88M 0.03%
90,291
-5,646
389
$4.87M 0.03%
80,427
+13,167
390
$4.87M 0.03%
129,801
+1,039
391
$4.86M 0.03%
53,466
+2,134
392
$4.83M 0.03%
13,917
-965
393
$4.8M 0.03%
233,915
+4,175
394
$4.8M 0.03%
74,530
+336
395
$4.78M 0.03%
20,108
+9,259
396
$4.76M 0.03%
53,980
+12,885
397
$4.76M 0.03%
50,727
+905
398
$4.75M 0.03%
44,409
-1,138
399
$4.75M 0.03%
60,017
+57,188
400
$4.74M 0.03%
53,176
+4,343
14 15
16
17 18