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
901
$988K 0.01%
30,919
+9,699
902
$986K 0.01%
16,896
-6,426
903
$984K 0.01%
8,817
+28
904
$984K 0.01%
28,089
+862
905
$982K 0.01%
45,876
+3,560
906
$981K 0.01%
216,480
+174,945
907
$980K 0.01%
17,673
+3,298
908
$979K 0.01%
25,447
-3,180
909
$978K 0.01%
50,471
-2,404
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18,820
-1,024
911
$976K 0.01%
6,508
+310
912
$969K 0.01%
3,994
-295
913
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17,155
+10
914
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18,389
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3,240
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916
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49,570
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917
$962K 0.01%
15,609
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918
$962K 0.01%
4,018
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919
$961K 0.01%
8,672
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920
$958K 0.01%
6,072
-1,155
921
$949K 0.01%
32,810
+2,840
922
$949K 0.01%
29,046
-70
923
$948K 0.01%
32,232
-1,078
924
$947K 0.01%
2,752
+332
925
$943K 0.01%
4,980
+230
35 36
37
38 39