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
26
$130M 0.77%
4,718,602
-99,773
27
$116M 0.69%
1,523,867
+216,054
28
$113M 0.67%
321,598
+33,483
29
$113M 0.67%
4,083,418
+268,010
30
$112M 0.66%
684,400
+18,360
31
$103M 0.6%
1,423,086
+320,837
32
$102M 0.6%
3,056,284
+4,476
33
$101M 0.6%
4,277,728
+683,248
34
$99.5M 0.59%
886,815
+23,514
35
$88.8M 0.52%
872,513
+22,818
36
$88.7M 0.52%
319,634
+14,546
37
$88.5M 0.52%
1,899,411
+9,780
38
$86.8M 0.51%
624,500
+52,140
39
$85.2M 0.5%
1,031,827
+124,175
40
$79.6M 0.47%
1,905,599
+92,385
41
$77.7M 0.46%
478,959
+111,512
42
$73.8M 0.43%
528,340
+49,260
43
$72.7M 0.43%
1,045,736
+238,070
44
$69.4M 0.41%
2,742,846
+77,714
45
$68.8M 0.41%
239,175
+55,180
46
$68.6M 0.4%
387,236
+42,318
47
$66.9M 0.39%
186,264
+6,402
48
$66.8M 0.39%
223,033
+15,337
49
$66.3M 0.39%
3,724,083
-72,639
50
$62.8M 0.37%
123,169
+6,749
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