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
1001
$599K 0.01%
+3,491
1002
$599K 0.01%
36,991
+22,815
1003
$598K 0.01%
12,727
+2,624
1004
$598K 0.01%
2,557
+813
1005
$597K 0.01%
+30,086
1006
$595K 0.01%
21,900
-2,512
1007
$594K 0.01%
+13,850
1008
$591K 0.01%
9,621
+4,200
1009
$590K 0.01%
6,289
-234
1010
$586K 0.01%
+5,089
1011
$584K 0.01%
6,263
-156
1012
$584K 0.01%
4,947
-3,779
1013
$584K 0.01%
+715
1014
$584K 0.01%
27,786
-13,726
1015
$584K 0.01%
5,289
-181
1016
$583K 0.01%
+17,823
1017
$582K 0.01%
15,949
+978
1018
$581K 0.01%
14,441
+8,522
1019
$579K 0.01%
46,559
+5,583
1020
$579K 0.01%
5,759
+1,468
1021
$578K 0.01%
+62,135
1022
$578K 0.01%
+3,166
1023
$577K 0.01%
3,561
+1,224
1024
$577K 0.01%
+12,665
1025
$575K 0.01%
11,248
-1,423