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
676
$1.81M 0.01%
14,288
-127
677
$1.8M 0.01%
20,059
-5,425
678
$1.79M 0.01%
+23,564
679
$1.79M 0.01%
34,690
+7,582
680
$1.78M 0.01%
47,955
+34,401
681
$1.77M 0.01%
22,982
+3,264
682
$1.77M 0.01%
28,399
-1,734
683
$1.77M 0.01%
49,112
+6,122
684
$1.75M 0.01%
83,004
+5,917
685
$1.75M 0.01%
62,018
-15,794
686
$1.75M 0.01%
24,950
+3,384
687
$1.75M 0.01%
81,323
+2,776
688
$1.74M 0.01%
89,253
+330
689
$1.73M 0.01%
41,135
+5,215
690
$1.73M 0.01%
19,089
+4,491
691
$1.72M 0.01%
14,428
-12
692
$1.71M 0.01%
8,278
+2,682
693
$1.71M 0.01%
47,989
+4,326
694
$1.71M 0.01%
24,877
-738
695
$1.71M 0.01%
17,102
+95
696
$1.7M 0.01%
59,614
+5,721
697
$1.7M 0.01%
17,050
+2,791
698
$1.7M 0.01%
15,696
+1,020
699
$1.7M 0.01%
3,815
+10
700
$1.68M 0.01%
183,874
+17,417
26 27
28
29 30