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
601
$2.38M 0.01%
8,101
+5,714
602
$2.37M 0.01%
39,924
-555
603
$2.37M 0.01%
36,408
+1,857
604
$2.34M 0.01%
61,979
+14,120
605
$2.33M 0.01%
42,046
+4,862
606
$2.33M 0.01%
37,954
+4,706
607
$2.3M 0.01%
13,007
+1,033
608
$2.29M 0.01%
100,366
+1,257
609
$2.28M 0.01%
27,118
+1,678
610
$2.28M 0.01%
11,343
+6,178
611
$2.28M 0.01%
9,883
+700
612
$2.27M 0.01%
53,634
-2,305
613
$2.27M 0.01%
5,814
-696
614
$2.27M 0.01%
17,225
+1,755
615
$2.26M 0.01%
8,310
+2,752
616
$2.25M 0.01%
4,125
-407
617
$2.23M 0.01%
64,196
-1,936
618
$2.23M 0.01%
90,164
+2,996
619
$2.23M 0.01%
31,647
+530
620
$2.23M 0.01%
14,390
+7,264
621
$2.22M 0.01%
16,841
-35,574
622
$2.22M 0.01%
7,925
-260
623
$2.22M 0.01%
9,422
+7,567
624
$2.2M 0.01%
56,482
-22,907
625
$2.2M 0.01%
22,005
+3,057
23 24
25
26 27