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
701
$1.24M 0.01%
+1,114
702
$1.24M 0.01%
+40,872
703
$1.24M 0.01%
20,373
-945
704
$1.24M 0.01%
35,400
-8,882
705
$1.24M 0.01%
13,406
+5,651
706
$1.24M 0.01%
5,609
-230
707
$1.24M 0.01%
22,022
+1,192
708
$1.22M 0.01%
13,867
+2,670
709
$1.22M 0.01%
14,282
-7,097
710
$1.22M 0.01%
9,811
+6,855
711
$1.21M 0.01%
6,028
+2,816
712
$1.2M 0.01%
31,812
-78
713
$1.2M 0.01%
23,061
+5,886
714
$1.2M 0.01%
18,729
-406
715
$1.2M 0.01%
20,862
+10,249
716
$1.19M 0.01%
48,849
-9,151
717
$1.18M 0.01%
44,426
+8,331
718
$1.18M 0.01%
26,097
+519
719
$1.17M 0.01%
17,358
+12,090
720
$1.17M 0.01%
4,027
+1,652
721
$1.17M 0.01%
12,738
-686
722
$1.17M 0.01%
12,448
723
$1.17M 0.01%
69,392
+4,981
724
$1.17M 0.01%
968
+142
725
$1.17M 0.01%
69,329
+11,102