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
976
$823K ﹤0.01%
40,712
+7,162
977
$822K ﹤0.01%
13,239
+622
978
$820K ﹤0.01%
61,369
-141
979
$819K ﹤0.01%
16,453
-2,338
980
$819K ﹤0.01%
8,455
+875
981
$817K ﹤0.01%
13,430
+1,652
982
$816K ﹤0.01%
10,605
+2,751
983
$813K ﹤0.01%
4,027
+360
984
$813K ﹤0.01%
6,026
+2,900
985
$812K ﹤0.01%
8,437
+1
986
$812K ﹤0.01%
4,793
-138
987
$810K ﹤0.01%
6,521
+1,715
988
$808K ﹤0.01%
40,323
-3,696
989
$805K ﹤0.01%
12,800
+1,551
990
$804K ﹤0.01%
7,440
-1,690
991
$794K ﹤0.01%
18,401
+442
992
$793K ﹤0.01%
698
+10
993
$791K ﹤0.01%
7,958
+782
994
$788K ﹤0.01%
6,579
-4,888
995
$788K ﹤0.01%
5,989
-1,602
996
$787K ﹤0.01%
9,863
-1,159
997
$786K ﹤0.01%
8,278
-2,341
998
$785K ﹤0.01%
10,176
+1,662
999
$785K ﹤0.01%
13,245
+434
1000
$783K ﹤0.01%
12,911
+4,889
38 39
40
41 42