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
51
$38.4M 0.35%
1,219,786
+98,825
52
$36.2M 0.33%
427,835
+392,028
53
$36.1M 0.33%
97,016
+24,024
54
$35.7M 0.32%
652,746
-2,227
55
$35.6M 0.32%
487,751
+74,854
56
$35.2M 0.32%
604,498
+145,627
57
$34.8M 0.32%
228,729
+43,904
58
$34.4M 0.31%
333,180
+147,940
59
$33.8M 0.31%
106,038
+30,495
60
$31.6M 0.29%
238,005
+196,321
61
$31.3M 0.28%
605,633
+192,323
62
$31M 0.28%
204,346
+8,596
63
$30.8M 0.28%
297,960
+97,180
64
$30.3M 0.28%
1,390,158
+104,817
65
$30M 0.27%
221,369
+37,826
66
$29.6M 0.27%
+159,718
67
$28M 0.26%
126,647
+1,293
68
$27.8M 0.25%
125,052
+7,005
69
$27.5M 0.25%
607,029
+30,276
70
$26.6M 0.24%
246,053
+60,574
71
$26.4M 0.24%
+520,339
72
$26M 0.24%
122,895
+23,466
73
$25.8M 0.23%
192,837
+77,473
74
$25.6M 0.23%
154,291
+21,967
75
$25.3M 0.23%
986,546
-167,894
1 2
3
4 5