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
626
$2.2M 0.01%
26,327
-4,997
627
$2.17M 0.01%
11,714
+4,156
628
$2.16M 0.01%
13,510
+1,989
629
$2.16M 0.01%
13,842
+11,601
630
$2.15M 0.01%
56,006
-8,298
631
$2.15M 0.01%
9,290
-2,266
632
$2.13M 0.01%
10,363
-83
633
$2.13M 0.01%
15,997
+7,571
634
$2.12M 0.01%
14,017
-557
635
$2.12M 0.01%
16,930
+96
636
$2.11M 0.01%
16,952
-1,822
637
$2.11M 0.01%
42,213
-20,074
638
$2.11M 0.01%
6,466
+448
639
$2.1M 0.01%
19,306
+466
640
$2.1M 0.01%
65,574
+14,916
641
$2.07M 0.01%
32,549
-1,221
642
$2.06M 0.01%
52,164
+11,340
643
$2.05M 0.01%
8,258
+382
644
$2.05M 0.01%
51,455
+1,253
645
$2.05M 0.01%
18,943
+2,516
646
$2.03M 0.01%
4,658
-195
647
$2.02M 0.01%
58,172
+8,033
648
$2.02M 0.01%
27,091
+3,142
649
$2M 0.01%
9,589
-1,583
650
$2M 0.01%
58,369
-1,503
24 25
26
27 28