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
801
$1.28M 0.01%
17,822
-1,979
802
$1.27M 0.01%
113,890
+14,097
803
$1.27M 0.01%
18,162
+1,959
804
$1.26M 0.01%
41,602
+4,478
805
$1.26M 0.01%
17,446
-10
806
$1.26M 0.01%
13,505
807
$1.25M 0.01%
4,144
-12,210
808
$1.24M 0.01%
10,090
-897
809
$1.24M 0.01%
49,486
+2,930
810
$1.23M 0.01%
34,164
811
$1.23M 0.01%
16,428
+1,845
812
$1.23M 0.01%
22,052
+4,516
813
$1.22M 0.01%
14,339
+3,479
814
$1.22M 0.01%
3,787
+2,069
815
$1.22M 0.01%
90,670
-120
816
$1.22M 0.01%
3,579
+322
817
$1.22M 0.01%
825
-131
818
$1.22M 0.01%
8,011
+2,439
819
$1.22M 0.01%
12,600
-77
820
$1.21M 0.01%
44,552
-8,592
821
$1.21M 0.01%
2,343
+853
822
$1.21M 0.01%
102,282
+12,615
823
$1.21M 0.01%
23,881
+2,916
824
$1.2M 0.01%
22,595
+909
825
$1.2M 0.01%
20,810
+3,482
31 32
33
34 35