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
726
$1.56M 0.01%
18,896
+2,015
727
$1.56M 0.01%
57,558
+5,980
728
$1.55M 0.01%
18,885
-9,487
729
$1.55M 0.01%
31,619
+12,435
730
$1.55M 0.01%
2,763
-1,512
731
$1.54M 0.01%
26,259
+12,602
732
$1.54M 0.01%
97,698
+25,527
733
$1.54M 0.01%
3,743
-405
734
$1.53M 0.01%
16,785
-9,296
735
$1.53M 0.01%
42,087
-58,471
736
$1.52M 0.01%
25,120
+231
737
$1.52M 0.01%
54,493
-1,599
738
$1.52M 0.01%
+27,030
739
$1.52M 0.01%
13,925
-305
740
$1.52M 0.01%
34,888
+18,404
741
$1.51M 0.01%
11,754
-1,113
742
$1.51M 0.01%
17,838
+1,398
743
$1.51M 0.01%
8,419
-1,285
744
$1.5M 0.01%
37,208
-1,579
745
$1.5M 0.01%
32,421
+204
746
$1.5M 0.01%
11,227
+651
747
$1.49M 0.01%
311,078
-1,677
748
$1.49M 0.01%
35,862
+401
749
$1.49M 0.01%
19,357
-7
750
$1.49M 0.01%
10,904
+2,721
28 29
30
31 32