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
401
$4.71M 0.03%
36,139
+9,433
402
$4.71M 0.03%
+94,736
403
$4.7M 0.03%
19,620
-5,870
404
$4.67M 0.03%
187,494
+53,857
405
$4.67M 0.03%
79,551
-5,847
406
$4.67M 0.03%
22,964
+984
407
$4.59M 0.03%
89,329
+19,090
408
$4.58M 0.03%
91,988
+39,349
409
$4.57M 0.03%
24,780
-584
410
$4.57M 0.03%
42,502
-53,795
411
$4.55M 0.03%
65,179
+59,882
412
$4.52M 0.03%
109,493
+3,962
413
$4.51M 0.03%
46,868
-3,100
414
$4.5M 0.03%
67,927
+50,062
415
$4.49M 0.03%
17,651
+6,015
416
$4.47M 0.03%
14,807
+1,291
417
$4.46M 0.03%
340,365
+15,209
418
$4.44M 0.03%
58,094
-6,801
419
$4.44M 0.03%
34,965
+3,886
420
$4.42M 0.03%
5,788
-724
421
$4.4M 0.03%
21,658
+12,698
422
$4.4M 0.03%
172,369
+29,214
423
$4.37M 0.03%
87,123
+43,756
424
$4.34M 0.03%
67,135
-8,476
425
$4.31M 0.03%
53,193
-3,295
15 16
17
18 19