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
$11B
AUM Growth
+$2.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,695
New
Increased
Reduced
Closed

Top Buys

1 +$275M
2 +$91.7M
3 +$90.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$89.5M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$79.6M

Top Sells

1 +$22.3M
2 +$15.8M
3 +$13.8M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$13.1M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$12.7M

Sector Composition

1 Technology 8.84%
2 Financials 4.43%
3 Consumer Discretionary 4.01%
4 Healthcare 3.93%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$24.6M 0.22%
89,436
+40,556
77
$23.9M 0.22%
786,435
+592,830
78
$23.8M 0.22%
730,409
+428,406
79
$23.6M 0.21%
128,027
+35,207
80
$23.4M 0.21%
205,307
+3,565
81
$23M 0.21%
143,553
-21,114
82
$22.5M 0.2%
62,648
+48,280
83
$22.3M 0.2%
412,113
+126,073
84
$22.3M 0.2%
107,846
+37,448
85
$22.1M 0.2%
571,643
+173,920
86
$22.1M 0.2%
+243,133
87
$22M 0.2%
961,595
-303,639
88
$21.9M 0.2%
421,202
+50,083
89
$21.4M 0.19%
443,161
+418,917
90
$21.3M 0.19%
95,383
-16,970
91
$21.1M 0.19%
278,358
+34,594
92
$20.6M 0.19%
569,773
+731
93
$20.4M 0.19%
170,312
+155,084
94
$20.3M 0.18%
+215,429
95
$20.3M 0.18%
361,683
+354,078
96
$19.5M 0.18%
209,629
+201,396
97
$18.2M 0.17%
82,627
+48,162
98
$18.2M 0.17%
91,246
+14,403
99
$18.1M 0.17%
+339,902
100
$18M 0.16%
1,347,760
+271,840