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
601
$1.63M 0.01%
35,984
-1,490
602
$1.63M 0.01%
11,032
+5,057
603
$1.63M 0.01%
32,234
+3,429
604
$1.63M 0.01%
3,258
+1,650
605
$1.63M 0.01%
28,510
+22,991
606
$1.62M 0.01%
7,448
+367
607
$1.62M 0.01%
33,689
+11,510
608
$1.61M 0.01%
50,379
+18,691
609
$1.61M 0.01%
42,061
-12,588
610
$1.61M 0.01%
15,283
+11,787
611
$1.6M 0.01%
68,361
+123
612
$1.6M 0.01%
29,835
-7,848
613
$1.59M 0.01%
18,146
+9,826
614
$1.59M 0.01%
63,310
+17,561
615
$1.58M 0.01%
9,233
+5,601
616
$1.58M 0.01%
19,007
+12,691
617
$1.58M 0.01%
14,896
+1,062
618
$1.58M 0.01%
19,764
+1,328
619
$1.57M 0.01%
86,108
-1,366
620
$1.57M 0.01%
15,916
+495
621
$1.56M 0.01%
37,051
+10,327
622
$1.56M 0.01%
+17,422
623
$1.55M 0.01%
47,231
+20,521
624
$1.55M 0.01%
4,833
+2,298
625
$1.54M 0.01%
51,670
-1,160