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
1051
$710K ﹤0.01%
2,129
-80
1052
$707K ﹤0.01%
4,066
-4,808
1053
$707K ﹤0.01%
37,347
+4,963
1054
$704K ﹤0.01%
30,762
+5,427
1055
$704K ﹤0.01%
22,080
+4,081
1056
$703K ﹤0.01%
12,115
+298
1057
$703K ﹤0.01%
13,493
-27,708
1058
$698K ﹤0.01%
26,807
-10,958
1059
$698K ﹤0.01%
9,733
+408
1060
$698K ﹤0.01%
23,081
+3,132
1061
$697K ﹤0.01%
23,950
-19,486
1062
$697K ﹤0.01%
22,083
-426
1063
$695K ﹤0.01%
29,908
-833
1064
$694K ﹤0.01%
20,220
+777
1065
$694K ﹤0.01%
5,900
+257
1066
$694K ﹤0.01%
21,837
+2,846
1067
$693K ﹤0.01%
+66,976
1068
$693K ﹤0.01%
6,087
+2,970
1069
$690K ﹤0.01%
4,048
+764
1070
$689K ﹤0.01%
2,170
+249
1071
$687K ﹤0.01%
17,192
+3,816
1072
$683K ﹤0.01%
21,096
+8,744
1073
$683K ﹤0.01%
26,544
+11,676
1074
$682K ﹤0.01%
18,013
-845
1075
$681K ﹤0.01%
16,404
-910
41 42
43
44 45