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
951
$870K 0.01%
38,856
-9,405
952
$869K 0.01%
+41,053
953
$869K 0.01%
11,449
+793
954
$868K 0.01%
18,468
+633
955
$864K 0.01%
154,561
+6,000
956
$861K 0.01%
15,881
-3,228
957
$854K 0.01%
7,494
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958
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10,054
-182
959
$849K 0.01%
26,445
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960
$848K 0.01%
32,962
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961
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17,008
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962
$846K 0.01%
1,547
-176
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$846K 0.01%
10,648
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964
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15,212
+3,330
965
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17,418
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966
$840K ﹤0.01%
13,388
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967
$839K ﹤0.01%
168,057
968
$838K ﹤0.01%
8,332
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969
$837K ﹤0.01%
15,242
-98
970
$837K ﹤0.01%
36,317
+1,271
971
$836K ﹤0.01%
8,354
+1,695
972
$833K ﹤0.01%
66,749
-17,842
973
$830K ﹤0.01%
13,824
+156
974
$830K ﹤0.01%
105,790
-70,989
975
$829K ﹤0.01%
48,607
+200
37 38
39
40 41