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
1076
$680K ﹤0.01%
5,761
-78
1077
$677K ﹤0.01%
21,546
+4,932
1078
$677K ﹤0.01%
7,220
+319
1079
$676K ﹤0.01%
14,125
+1,518
1080
$674K ﹤0.01%
7,344
-483
1081
$674K ﹤0.01%
30,683
+285
1082
$673K ﹤0.01%
4,529
-328
1083
$673K ﹤0.01%
+21,461
1084
$671K ﹤0.01%
16,824
-31,788
1085
$671K ﹤0.01%
21,805
+4,716
1086
$670K ﹤0.01%
18,360
+165
1087
$670K ﹤0.01%
7,400
+1
1088
$668K ﹤0.01%
20,718
+4,579
1089
$668K ﹤0.01%
+22,524
1090
$667K ﹤0.01%
7,372
-48
1091
$664K ﹤0.01%
+22,035
1092
$662K ﹤0.01%
11,526
-616
1093
$662K ﹤0.01%
16,628
+11,428
1094
$660K ﹤0.01%
8,054
-2,149
1095
$660K ﹤0.01%
17,838
+15
1096
$656K ﹤0.01%
+4,272
1097
$655K ﹤0.01%
12,342
-7,352
1098
$655K ﹤0.01%
4,338
-148
1099
$652K ﹤0.01%
7,712
+2,136
1100
$649K ﹤0.01%
11,466
-59,805
42 43
44
45 46