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
551
$1.83M 0.02%
24,185
-2,380
552
$1.82M 0.02%
47,959
-707
553
$1.82M 0.02%
36,159
+66
554
$1.82M 0.02%
44,775
-8,962
555
$1.82M 0.02%
44,608
+77
556
$1.79M 0.02%
5,430
+2,787
557
$1.79M 0.02%
8,033
-5,908
558
$1.79M 0.02%
+27,696
559
$1.79M 0.02%
9,862
-505
560
$1.79M 0.02%
40,271
+5,980
561
$1.78M 0.02%
13,689
+9,111
562
$1.78M 0.02%
17,628
+12,852
563
$1.77M 0.02%
48,964
+37,998
564
$1.77M 0.02%
21,603
-875
565
$1.77M 0.02%
+12,820
566
$1.77M 0.02%
22,436
+1,511
567
$1.76M 0.02%
+34,952
568
$1.75M 0.02%
42,302
-643
569
$1.75M 0.02%
7,570
-606
570
$1.75M 0.02%
47,350
-70,335
571
$1.74M 0.02%
19,910
+12,573
572
$1.73M 0.02%
29,812
+21,585
573
$1.73M 0.02%
18,947
+5,426
574
$1.73M 0.02%
2,537
+1,575
575
$1.73M 0.02%
44,121
+20,677
21 22
23
24 25