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
1101
$649K ﹤0.01%
34,131
-13,468
1102
$649K ﹤0.01%
18,453
-493
1103
$649K ﹤0.01%
9,520
1104
$649K ﹤0.01%
+7,960
1105
$648K ﹤0.01%
5,056
+3,375
1106
$647K ﹤0.01%
110,557
1107
$646K ﹤0.01%
15,623
-158
1108
$645K ﹤0.01%
5,010
+329
1109
$645K ﹤0.01%
12,811
+151
1110
$644K ﹤0.01%
4,697
+1,585
1111
$644K ﹤0.01%
5,341
+491
1112
$642K ﹤0.01%
19,338
+2,060
1113
$642K ﹤0.01%
33,993
-417
1114
$642K ﹤0.01%
3,299
-732
1115
$641K ﹤0.01%
13,956
-204
1116
$640K ﹤0.01%
2,924
+675
1117
$639K ﹤0.01%
8,160
-506
1118
$636K ﹤0.01%
113,946
+11,880
1119
$633K ﹤0.01%
16,769
+3,621
1120
$632K ﹤0.01%
9,429
-327
1121
$632K ﹤0.01%
25,761
+13,268
1122
$632K ﹤0.01%
17,303
1123
$632K ﹤0.01%
7,722
+279
1124
$632K ﹤0.01%
5,542
+2,688
1125
$627K ﹤0.01%
7,199
+851
43 44
45
46 47