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
701
$1.68M 0.01%
19,068
-6,947
702
$1.68M 0.01%
23,909
+5,356
703
$1.68M 0.01%
25,648
+2,391
704
$1.67M 0.01%
58,190
+2,200
705
$1.67M 0.01%
15,114
-765
706
$1.66M 0.01%
11,648
+366
707
$1.66M 0.01%
19,802
+14,667
708
$1.66M 0.01%
21,875
+614
709
$1.64M 0.01%
24,159
+2,113
710
$1.63M 0.01%
+66,884
711
$1.62M 0.01%
11,588
+1,991
712
$1.61M 0.01%
42,457
+12,081
713
$1.6M 0.01%
4,754
-112
714
$1.6M 0.01%
28,224
+5,643
715
$1.6M 0.01%
111,450
+29,570
716
$1.59M 0.01%
121,204
+34,525
717
$1.59M 0.01%
9,573
+1,734
718
$1.58M 0.01%
12,376
+856
719
$1.57M 0.01%
5,158
-588
720
$1.57M 0.01%
6,930
-1,112
721
$1.57M 0.01%
21,116
+4,255
722
$1.57M 0.01%
12,651
+2,923
723
$1.57M 0.01%
11,263
+240
724
$1.57M 0.01%
15,283
-723
725
$1.56M 0.01%
71,597
-3,527
27 28
29
30 31