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
926
$936K 0.01%
46,144
-761
927
$928K 0.01%
4,651
+392
928
$921K 0.01%
12,201
+2,295
929
$920K 0.01%
7,908
+1,212
930
$920K 0.01%
16,185
+1,151
931
$918K 0.01%
772
+378
932
$917K 0.01%
24,236
-2,567
933
$916K 0.01%
16,016
+5,176
934
$914K 0.01%
7,630
-902
935
$910K 0.01%
2,095
+92
936
$910K 0.01%
33,849
-183
937
$908K 0.01%
9,386
+185
938
$902K 0.01%
4,794
+227
939
$900K 0.01%
31,078
+4,238
940
$900K 0.01%
10,011
+1,113
941
$898K 0.01%
28,109
-11,025
942
$897K 0.01%
4,583
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943
$897K 0.01%
18,345
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944
$893K 0.01%
9,020
+5,146
945
$892K 0.01%
21,574
+7,380
946
$887K 0.01%
2,097
+804
947
$886K 0.01%
4,820
-1,704
948
$879K 0.01%
27,775
+10,915
949
$878K 0.01%
30,878
+151
950
$871K 0.01%
9,698
36 37
38
39 40