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
876
$1.05M 0.01%
167,511
+21,086
877
$1.05M 0.01%
21,116
-5,748
878
$1.04M 0.01%
4,360
+1,517
879
$1.04M 0.01%
12,403
+3,179
880
$1.04M 0.01%
62,474
+8,254
881
$1.04M 0.01%
66,843
+12,849
882
$1.04M 0.01%
30,163
+275
883
$1.03M 0.01%
5,155
+624
884
$1.03M 0.01%
38,606
-11,386
885
$1.03M 0.01%
18,083
+5,365
886
$1.02M 0.01%
9,091
+2,305
887
$1.02M 0.01%
11,675
+1,438
888
$1.01M 0.01%
37,664
+190
889
$1M 0.01%
7,464
-646
890
$1M 0.01%
11,484
+2,488
891
$1M 0.01%
12,234
+1,374
892
$1M 0.01%
+3,879
893
$999K 0.01%
2,217
+3
894
$996K 0.01%
30,575
-113
895
$993K 0.01%
24,799
+1,135
896
$993K 0.01%
36,829
+19,671
897
$992K 0.01%
28,032
-3,028
898
$992K 0.01%
37,823
+4,262
899
$989K 0.01%
32,283
-502
900
$989K 0.01%
63,342
-821
34 35
36
37 38