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
451
$4.03M 0.02%
84,316
+11,095
452
$4.03M 0.02%
124,568
+4,778
453
$4.02M 0.02%
142,125
+7,678
454
$4.01M 0.02%
47,694
+2,968
455
$4M 0.02%
38,743
+7,205
456
$3.99M 0.02%
346,873
457
$3.94M 0.02%
18,421
+8,007
458
$3.94M 0.02%
21,284
-393
459
$3.93M 0.02%
8,010
+1,847
460
$3.91M 0.02%
45,745
+10,806
461
$3.86M 0.02%
38,976
-3,852
462
$3.86M 0.02%
34,102
-14,421
463
$3.85M 0.02%
47,926
-3,835
464
$3.85M 0.02%
46,375
+3,891
465
$3.85M 0.02%
60,386
+13,729
466
$3.83M 0.02%
120,138
-9,106
467
$3.82M 0.02%
81,835
+450
468
$3.82M 0.02%
17,145
+6,068
469
$3.8M 0.02%
74,445
-21,855
470
$3.78M 0.02%
20,624
+977
471
$3.76M 0.02%
23,726
+1,012
472
$3.75M 0.02%
89,024
-10,276
473
$3.75M 0.02%
34,471
+8,963
474
$3.75M 0.02%
58,159
-1,950
475
$3.74M 0.02%
30,659
+2,411
17 18
19
20 21