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
751
$1.49M 0.01%
39,669
+12,059
752
$1.49M 0.01%
1,758
-760
753
$1.47M 0.01%
258,988
+6,399
754
$1.47M 0.01%
39,063
+246
755
$1.46M 0.01%
34,065
-2,962
756
$1.46M 0.01%
185,080
+21,610
757
$1.46M 0.01%
13,177
+2,711
758
$1.45M 0.01%
13,124
+800
759
$1.44M 0.01%
28,713
+831
760
$1.44M 0.01%
39,116
-3,436
761
$1.41M 0.01%
10,385
-1,713
762
$1.4M 0.01%
15,012
+521
763
$1.4M 0.01%
+19,362
764
$1.4M 0.01%
31,521
+19,324
765
$1.39M 0.01%
101,435
+14,939
766
$1.39M 0.01%
53,457
+777
767
$1.39M 0.01%
12,176
+1,194
768
$1.38M 0.01%
+192,098
769
$1.38M 0.01%
44,278
+4,110
770
$1.38M 0.01%
5,800
+118
771
$1.37M 0.01%
13,885
-475
772
$1.37M 0.01%
19,682
+4,315
773
$1.36M 0.01%
4,572
-473
774
$1.35M 0.01%
42,109
+1,108
775
$1.35M 0.01%
8,158
+499
29 30
31
32 33