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
476
$3.73M 0.02%
14,921
+4,265
477
$3.73M 0.02%
94,521
-33,639
478
$3.67M 0.02%
12,483
+405
479
$3.65M 0.02%
79,105
+7,633
480
$3.65M 0.02%
79,987
-11,966
481
$3.63M 0.02%
20,809
-441
482
$3.57M 0.02%
121,436
+16,461
483
$3.56M 0.02%
53,736
+2,464
484
$3.54M 0.02%
177,280
+5,395
485
$3.53M 0.02%
151,770
+23,155
486
$3.52M 0.02%
135,835
-97,399
487
$3.5M 0.02%
60,871
+1,394
488
$3.48M 0.02%
140,474
+90,407
489
$3.47M 0.02%
183,332
+37,219
490
$3.46M 0.02%
51,568
+6,926
491
$3.45M 0.02%
46,510
+6,114
492
$3.44M 0.02%
21,098
+1,051
493
$3.44M 0.02%
80,583
-50
494
$3.44M 0.02%
76,107
-34,371
495
$3.43M 0.02%
34,135
+13,130
496
$3.42M 0.02%
79,709
+2,728
497
$3.39M 0.02%
8,519
+6,788
498
$3.39M 0.02%
46,967
+806
499
$3.37M 0.02%
73,522
+6,070
500
$3.37M 0.02%
28,166
-1,403
18 19
20
21 22