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
76
$33.5M 0.2%
675,417
-27,807
77
$32.9M 0.19%
249,494
+3,865
78
$32.5M 0.19%
1,235,544
-19,899
79
$32.1M 0.19%
621,213
-8,003
80
$32.1M 0.19%
1,287,429
+64,981
81
$31.6M 0.19%
142,558
+6,546
82
$30.7M 0.18%
1,642,220
-103,444
83
$30.7M 0.18%
370,819
+17,495
84
$30.6M 0.18%
90,673
+4,738
85
$30.2M 0.18%
302,429
+43,465
86
$30.2M 0.18%
733,377
+14,962
87
$30M 0.18%
404,515
+149,759
88
$29.7M 0.18%
108,749
+14,561
89
$29.4M 0.17%
180,291
+1,771
90
$28.4M 0.17%
182,342
+156,612
91
$28M 0.16%
48,620
+3,048
92
$27.9M 0.16%
218,000
-1,460
93
$27.8M 0.16%
129,564
+37,599
94
$27.8M 0.16%
554,101
+97,862
95
$27.5M 0.16%
129,551
+12,492
96
$27.2M 0.16%
289,395
+42,158
97
$27.1M 0.16%
519,228
-16,851
98
$26.6M 0.16%
147,371
+367
99
$26.4M 0.16%
100,667
-2,097
100
$26.2M 0.15%
259,990
+3,376
2 3
4
5 6