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
426
$4.29M 0.03%
117,525
-930
427
$4.29M 0.03%
34,827
+804
428
$4.28M 0.03%
38,845
-32,200
429
$4.27M 0.03%
63,121
+43,093
430
$4.26M 0.03%
37,368
-13,777
431
$4.25M 0.03%
17,028
+7,200
432
$4.21M 0.02%
24,541
+4,106
433
$4.21M 0.02%
+168,880
434
$4.21M 0.02%
31,843
+10,689
435
$4.2M 0.02%
64,805
-7,507
436
$4.19M 0.02%
32,669
-1,826
437
$4.19M 0.02%
13,120
+1,517
438
$4.18M 0.02%
98,967
-149
439
$4.17M 0.02%
19,919
-869
440
$4.16M 0.02%
127,091
+1,141
441
$4.13M 0.02%
48,589
+7,343
442
$4.09M 0.02%
29,846
-2,100
443
$4.07M 0.02%
657,881
+37,117
444
$4.07M 0.02%
25,180
+1,687
445
$4.06M 0.02%
83,227
-15,846
446
$4.05M 0.02%
15,856
+762
447
$4.05M 0.02%
60,873
-4,952
448
$4.05M 0.02%
84,551
+73,627
449
$4.05M 0.02%
25,673
+333
450
$4.03M 0.02%
24,912
+21,731
16 17
18
19 20