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
51
$58.4M 0.34%
262,776
+43,276
52
$57.8M 0.34%
1,030,885
-5,422
53
$56.1M 0.33%
2,218,641
-62,667
54
$52.1M 0.31%
482,737
+96,584
55
$49.1M 0.29%
303,010
+6,491
56
$48M 0.28%
603,970
+51,174
57
$46.4M 0.27%
831,698
+28,801
58
$46.2M 0.27%
312,351
-5,475
59
$46.1M 0.27%
1,689,410
+117,410
60
$44.4M 0.26%
290,710
+36,939
61
$44.1M 0.26%
1,185,380
+182,375
62
$43.3M 0.26%
873,738
+66,533
63
$42.1M 0.25%
116,218
+9,160
64
$41.9M 0.25%
873,091
-114,112
65
$41.6M 0.24%
802,702
+55,816
66
$40.5M 0.24%
1,390,115
+18,823
67
$39M 0.23%
286,341
+18,110
68
$38.7M 0.23%
186,815
+17,324
69
$38.5M 0.23%
169,022
+14,474
70
$37.6M 0.22%
177,064
-16,508
71
$36.5M 0.22%
271,611
+2,382
72
$36.2M 0.21%
87,108
+14,051
73
$34.5M 0.2%
643,240
+416,885
74
$34M 0.2%
1,360,716
-41,403
75
$33.6M 0.2%
456,752
+213,365
1 2
3
4 5