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
576
$2.57M 0.02%
36,674
-6,166
577
$2.56M 0.02%
15,593
+1,181
578
$2.56M 0.02%
70,857
+4,010
579
$2.56M 0.02%
105,857
+1,643
580
$2.55M 0.02%
104,960
-3,506
581
$2.53M 0.01%
41,235
+9,862
582
$2.53M 0.01%
37,370
-190
583
$2.52M 0.01%
3,400
+779
584
$2.52M 0.01%
40,154
+17,380
585
$2.51M 0.01%
34,733
-4,341
586
$2.5M 0.01%
32,268
+1,701
587
$2.5M 0.01%
24,309
-1,486
588
$2.49M 0.01%
224,322
+114,203
589
$2.49M 0.01%
20,790
+4,464
590
$2.49M 0.01%
35,508
+13,596
591
$2.48M 0.01%
7,175
-629
592
$2.47M 0.01%
110,196
+2,774
593
$2.45M 0.01%
37,860
-4,506
594
$2.43M 0.01%
5,003
+1,545
595
$2.42M 0.01%
17,707
+809
596
$2.42M 0.01%
31,255
+22,938
597
$2.4M 0.01%
13,744
+944
598
$2.39M 0.01%
18,212
+2,182
599
$2.39M 0.01%
29,839
-12,484
600
$2.38M 0.01%
219,094
-29,759
22 23
24
25 26