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
551
$2.78M 0.02%
76,601
+49,554
552
$2.77M 0.02%
46,738
-2,074
553
$2.77M 0.02%
27,274
+4,289
554
$2.76M 0.02%
26,634
-14,364
555
$2.75M 0.02%
4,946
+1,116
556
$2.75M 0.02%
105,499
-8,664
557
$2.73M 0.02%
81,672
+24,817
558
$2.73M 0.02%
112,223
+7,488
559
$2.73M 0.02%
66,876
+7,643
560
$2.72M 0.02%
18,774
+1,858
561
$2.71M 0.02%
72,198
-4,411
562
$2.67M 0.02%
20,148
+8,620
563
$2.66M 0.02%
125,857
+16,908
564
$2.65M 0.02%
59,703
+6,159
565
$2.65M 0.02%
21,009
+4,882
566
$2.63M 0.02%
10,086
+613
567
$2.63M 0.02%
72,594
-28,914
568
$2.61M 0.02%
33,878
-68
569
$2.61M 0.02%
93,716
+697
570
$2.6M 0.02%
59,488
+5,946
571
$2.6M 0.02%
32,833
+3,180
572
$2.6M 0.02%
19,176
+814
573
$2.58M 0.02%
48,717
+45,415
574
$2.58M 0.02%
13,183
+7,511
575
$2.57M 0.02%
40,357
-1,235
21 22
23
24 25