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
501
$2.16M 0.02%
+46,906
502
$2.16M 0.02%
21,186
+21
503
$2.16M 0.02%
37,751
+2,432
504
$2.15M 0.02%
27,341
+20,940
505
$2.15M 0.02%
13,620
+3,358
506
$2.13M 0.02%
48,867
-2,926
507
$2.13M 0.02%
83,813
+13,797
508
$2.12M 0.02%
7,777
+4,427
509
$2.09M 0.02%
15,439
-14,109
510
$2.09M 0.02%
16,165
-315
511
$2.08M 0.02%
46,672
-5,298
512
$2.07M 0.02%
21,282
+18,889
513
$2.07M 0.02%
109,616
-2,048
514
$2.05M 0.02%
26,396
+449
515
$2.05M 0.02%
55,748
+60
516
$2.05M 0.02%
31,311
-499
517
$2.05M 0.02%
191,861
+6,241
518
$2.02M 0.02%
26,172
+3,827
519
$2.02M 0.02%
39,354
+3,507
520
$2.01M 0.02%
+75,120
521
$2M 0.02%
51,716
+13,363
522
$2M 0.02%
31,664
-1,341
523
$1.98M 0.02%
8,992
+978
524
$1.96M 0.02%
+15,060
525
$1.96M 0.02%
16,284
-359