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
651
$1.98M 0.01%
62,505
-3,663
652
$1.97M 0.01%
51,788
-11,571
653
$1.96M 0.01%
156,049
+31,432
654
$1.95M 0.01%
24,042
+2,441
655
$1.94M 0.01%
35,630
+19,967
656
$1.93M 0.01%
9,011
+2,261
657
$1.93M 0.01%
22,200
+2,343
658
$1.93M 0.01%
+56,097
659
$1.92M 0.01%
3,822
-789
660
$1.92M 0.01%
53,460
-5,940
661
$1.91M 0.01%
42,714
-2,669
662
$1.91M 0.01%
41,614
-27,698
663
$1.9M 0.01%
10,292
+1,645
664
$1.9M 0.01%
55,538
+7,817
665
$1.9M 0.01%
14,461
+3,010
666
$1.89M 0.01%
27,295
+12,078
667
$1.88M 0.01%
23,046
-4,529
668
$1.87M 0.01%
14,063
-9,477
669
$1.87M 0.01%
15,215
+10,755
670
$1.86M 0.01%
15,857
-1,524
671
$1.85M 0.01%
22,163
+971
672
$1.84M 0.01%
17,208
+9,707
673
$1.83M 0.01%
47,727
-35,884
674
$1.83M 0.01%
8,781
-46
675
$1.82M 0.01%
891
-108
25 26
27
28 29