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
526
$3.01M 0.02%
64,086
+2,189
527
$3M 0.02%
29,078
+5,292
528
$2.98M 0.02%
94,250
+3,450
529
$2.96M 0.02%
+116,547
530
$2.95M 0.02%
47,582
+43,060
531
$2.94M 0.02%
8,837
+1,328
532
$2.93M 0.02%
27,390
+2,066
533
$2.93M 0.02%
63,579
+7,006
534
$2.93M 0.02%
11,279
+1,822
535
$2.92M 0.02%
30,419
+3,698
536
$2.92M 0.02%
62,092
-1,501
537
$2.89M 0.02%
24,354
+1,639
538
$2.88M 0.02%
+42,149
539
$2.86M 0.02%
41,490
+14,853
540
$2.85M 0.02%
23,591
-6,495
541
$2.85M 0.02%
25,448
-633
542
$2.85M 0.02%
31,681
-295
543
$2.84M 0.02%
113,267
-118,861
544
$2.83M 0.02%
45,108
+297
545
$2.83M 0.02%
34,883
+32,242
546
$2.81M 0.02%
28,207
+3,970
547
$2.81M 0.02%
21,224
-1,671
548
$2.8M 0.02%
39,632
+6,239
549
$2.79M 0.02%
5,915
+1,239
550
$2.78M 0.02%
100,130
-4,516
20 21
22
23 24