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
1151
$580K ﹤0.01%
18,394
+2,201
1152
$579K ﹤0.01%
6,245
+349
1153
$578K ﹤0.01%
6,059
-410
1154
$576K ﹤0.01%
+14,775
1155
$572K ﹤0.01%
1,227
+106
1156
$572K ﹤0.01%
22,754
+10,498
1157
$572K ﹤0.01%
9,880
+307
1158
$571K ﹤0.01%
5,777
-80
1159
$570K ﹤0.01%
17,285
+6,395
1160
$570K ﹤0.01%
6,093
-6,391
1161
$569K ﹤0.01%
13,750
+217
1162
$567K ﹤0.01%
8,641
+3,086
1163
$566K ﹤0.01%
5,605
+558
1164
$565K ﹤0.01%
+20,020
1165
$565K ﹤0.01%
+12,037
1166
$564K ﹤0.01%
10,420
-3,535
1167
$564K ﹤0.01%
1,880
-3,356
1168
$564K ﹤0.01%
+23,555
1169
$563K ﹤0.01%
4,030
+369
1170
$562K ﹤0.01%
8,062
+975
1171
$562K ﹤0.01%
6,148
+779
1172
$561K ﹤0.01%
12,266
+2,260
1173
$560K ﹤0.01%
13,927
+6,608
1174
$560K ﹤0.01%
55,246
-27,369
1175
$560K ﹤0.01%
2,519
-228
45 46
47
48 49