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
501
$3.35M 0.02%
13,403
-793
502
$3.34M 0.02%
87,173
+1,193
503
$3.34M 0.02%
26,681
+2,026
504
$3.32M 0.02%
74,161
+8,013
505
$3.31M 0.02%
83,250
-7,992
506
$3.29M 0.02%
68,002
+21,239
507
$3.26M 0.02%
72,504
-4,927
508
$3.25M 0.02%
15,005
+2,052
509
$3.25M 0.02%
44,146
+4,173
510
$3.25M 0.02%
95,597
-1,739
511
$3.21M 0.02%
47,026
+6,867
512
$3.19M 0.02%
40,873
+9,223
513
$3.17M 0.02%
52,461
+6,416
514
$3.15M 0.02%
58,310
+9,878
515
$3.14M 0.02%
45,278
-9,005
516
$3.14M 0.02%
13,813
+570
517
$3.13M 0.02%
125,908
-6,472
518
$3.13M 0.02%
22,567
-5,733
519
$3.1M 0.02%
19,225
+936
520
$3.08M 0.02%
38,824
-38,700
521
$3.06M 0.02%
31,068
-112,060
522
$3.05M 0.02%
61,485
-3,121
523
$3.05M 0.02%
52,089
+4,224
524
$3.03M 0.02%
39,374
+11,580
525
$3.01M 0.02%
10,603
+832
19 20
21
22 23