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
1026
$752K ﹤0.01%
+519
1027
$751K ﹤0.01%
4,826
-1,722
1028
$748K ﹤0.01%
14,898
+1,405
1029
$748K ﹤0.01%
1,148
+749
1030
$744K ﹤0.01%
4,512
+669
1031
$743K ﹤0.01%
21,342
+46
1032
$742K ﹤0.01%
11,489
-1,065
1033
$742K ﹤0.01%
32,963
+6,760
1034
$742K ﹤0.01%
21,625
-826
1035
$740K ﹤0.01%
+18,160
1036
$739K ﹤0.01%
7,581
+328
1037
$737K ﹤0.01%
22,915
+5,563
1038
$730K ﹤0.01%
25,207
+1,006
1039
$729K ﹤0.01%
9,317
-1,135
1040
$725K ﹤0.01%
22,210
+3,784
1041
$723K ﹤0.01%
+7,722
1042
$723K ﹤0.01%
19,950
+4,711
1043
$722K ﹤0.01%
8,711
+1,428
1044
$721K ﹤0.01%
23,323
-234
1045
$721K ﹤0.01%
4,115
-1,346
1046
$720K ﹤0.01%
28,447
-7,777
1047
$717K ﹤0.01%
23,068
+4,913
1048
$715K ﹤0.01%
6,771
-1,461
1049
$712K ﹤0.01%
11,873
-5,342
1050
$710K ﹤0.01%
31,331
+8,827
40 41
42
43 44