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
1126
$625K ﹤0.01%
4,124
-1,459
1127
$624K ﹤0.01%
74,310
+57
1128
$623K ﹤0.01%
2,819
+1,128
1129
$620K ﹤0.01%
15,349
+1,566
1130
$619K ﹤0.01%
+16,105
1131
$618K ﹤0.01%
2,489
+1,552
1132
$616K ﹤0.01%
1,811
+96
1133
$615K ﹤0.01%
17,976
+3,881
1134
$614K ﹤0.01%
31,343
+2,605
1135
$613K ﹤0.01%
7,807
+307
1136
$612K ﹤0.01%
1,208
+89
1137
$609K ﹤0.01%
9,017
+721
1138
$607K ﹤0.01%
24,378
+2,116
1139
$604K ﹤0.01%
14,746
1140
$602K ﹤0.01%
7,532
+404
1141
$595K ﹤0.01%
17,356
-8,311
1142
$594K ﹤0.01%
5,652
+425
1143
$594K ﹤0.01%
+12,982
1144
$593K ﹤0.01%
12,278
-19
1145
$590K ﹤0.01%
17,526
+5,195
1146
$587K ﹤0.01%
39,702
-167
1147
$587K ﹤0.01%
17,340
+3,520
1148
$586K ﹤0.01%
9,922
+4,683
1149
$584K ﹤0.01%
11,550
+2,780
1150
$583K ﹤0.01%
9,327
-5,997
44 45
46
47 48