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
26
$77.3M 0.7%
705,801
+676,925
27
$77.1M 0.7%
299,987
+24,174
28
$73.5M 0.67%
2,948,712
+396,172
29
$72.3M 0.66%
1,907,323
+1,899,156
30
$68.9M 0.63%
995,670
+185,759
31
$67.2M 0.61%
510,862
+9,007
32
$63.5M 0.58%
2,611,245
+717,894
33
$62.9M 0.57%
2,536,419
+130,515
34
$62.4M 0.57%
244,372
+70,704
35
$62M 0.56%
1,949,928
+1,157,287
36
$61.2M 0.56%
1,071,093
+332,018
37
$60.6M 0.55%
205,758
+40,499
38
$56.2M 0.51%
1,143,920
+40,775
39
$53.6M 0.49%
3,325,914
+2,688,006
40
$53M 0.48%
3,269,336
-142,000
41
$52.9M 0.48%
173,297
+100,658
42
$50.5M 0.46%
905,354
+5,981
43
$48.8M 0.44%
763,131
+217,329
44
$48M 0.44%
445,622
+143,396
45
$47.5M 0.43%
288,877
+90,618
46
$42.6M 0.39%
1,578,436
+27,056
47
$41.2M 0.37%
1,573,615
+1,559,188
48
$39.6M 0.36%
185,050
+14,934
49
$38.9M 0.35%
539,251
+488,048
50
$38.8M 0.35%
357,840
+335,518
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