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
826
$1.2M 0.01%
14,857
+3,514
827
$1.19M 0.01%
45,157
+2,443
828
$1.19M 0.01%
+11,056
829
$1.19M 0.01%
53,598
-1,889
830
$1.19M 0.01%
27,631
+9,577
831
$1.19M 0.01%
43,664
+969
832
$1.19M 0.01%
32,280
-1,305
833
$1.19M 0.01%
19,188
+3,007
834
$1.18M 0.01%
5,144
+1,976
835
$1.17M 0.01%
7,842
+1,348
836
$1.17M 0.01%
59,467
-2,265
837
$1.16M 0.01%
13,268
+6,804
838
$1.16M 0.01%
10,904
-484
839
$1.16M 0.01%
79,215
-8,216
840
$1.16M 0.01%
18,442
-1,554
841
$1.16M 0.01%
27,773
+12,884
842
$1.15M 0.01%
8,847
+1,511
843
$1.15M 0.01%
29,666
-477
844
$1.15M 0.01%
+7,606
845
$1.14M 0.01%
43,739
+13,356
846
$1.14M 0.01%
47,783
+9,751
847
$1.14M 0.01%
13,582
+1,342
848
$1.13M 0.01%
10,416
-518
849
$1.13M 0.01%
19,559
+3,777
850
$1.12M 0.01%
10,428
+573
32 33
34
35 36