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
$11B
AUM Growth
+$2.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,695
New
Increased
Reduced
Closed

Top Buys

1
+$275M
2
+$91.7M
3
+$90.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$89.5M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$79.6M

Top Sells

1
+$22.3M
2
+$15.8M
3
+$13.8M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$13.1M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$12.7M

Sector Composition

1 Technology 8.84%
2 Financials 4.43%
3 Consumer Discretionary 4.01%
4 Healthcare 3.93%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.6M 0.02%
+50,084
452
$2.57M 0.02%
66,719
+20,737
453
$2.56M 0.02%
209,225
+3,910
454
$2.54M 0.02%
12,799
-10
455
$2.54M 0.02%
+45,073
456
$2.54M 0.02%
11,181
+134
457
$2.52M 0.02%
13,081
-15,982
458
$2.51M 0.02%
5,278
-1,023
459
$2.48M 0.02%
100,182
+12,126
460
$2.48M 0.02%
+53,356
461
$2.48M 0.02%
50,032
+2,027
462
$2.46M 0.02%
6,977
-7,726
463
$2.46M 0.02%
9,913
+8,937
464
$2.45M 0.02%
7,764
+363
465
$2.45M 0.02%
23,500
+3,336
466
$2.44M 0.02%
20,937
+10,623
467
$2.43M 0.02%
+94,800
468
$2.42M 0.02%
33,273
+14,263
469
$2.41M 0.02%
74,092
+62,997
470
$2.4M 0.02%
+58,898
471
$2.37M 0.02%
+16,794
472
$2.37M 0.02%
62,385
-34,651
473
$2.36M 0.02%
21,941
+6,127
474
$2.36M 0.02%
40,470
+3,898
475
$2.32M 0.02%
51,975
-603
17 18
19
20 21