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
851
$1.12M 0.01%
5,882
+912
852
$1.12M 0.01%
28,858
+4,958
853
$1.11M 0.01%
25,129
-654
854
$1.11M 0.01%
9,261
-1,531
855
$1.11M 0.01%
25,664
-21
856
$1.11M 0.01%
19,857
857
$1.11M 0.01%
36,728
-7,937
858
$1.1M 0.01%
5,609
+1,149
859
$1.1M 0.01%
23,269
+1,037
860
$1.09M 0.01%
18,866
+686
861
$1.09M 0.01%
20,864
-118
862
$1.09M 0.01%
5,799
-446
863
$1.09M 0.01%
11,795
+2,105
864
$1.09M 0.01%
2,980
+399
865
$1.08M 0.01%
20,330
+170
866
$1.08M 0.01%
18,273
+398
867
$1.08M 0.01%
5,732
+2,365
868
$1.08M 0.01%
2,468
+4
869
$1.07M 0.01%
6,482
+976
870
$1.07M 0.01%
14,190
-2,204
871
$1.07M 0.01%
+9,965
872
$1.07M 0.01%
50,866
-1,768
873
$1.07M 0.01%
12,228
+5,446
874
$1.06M 0.01%
263,633
+5
875
$1.06M 0.01%
7,463
+280
33 34
35
36 37