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
$11B
AUM Growth
+$2.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,695
New
Increased
Reduced
Closed

Top Buys

1 +$275M
2 +$91.7M
3 +$90.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$89.5M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$79.6M

Top Sells

1 +$22.3M
2 +$15.8M
3 +$13.8M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$13.1M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$12.7M

Sector Composition

1 Technology 8.84%
2 Financials 4.43%
3 Consumer Discretionary 4.01%
4 Healthcare 3.93%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$385K ﹤0.01%
4,973
+1,402
1202
$383K ﹤0.01%
13,907
-281
1203
$382K ﹤0.01%
48,846
+554
1204
$381K ﹤0.01%
10,764
-22
1205
$381K ﹤0.01%
+8,705
1206
$380K ﹤0.01%
40,191
-1,864
1207
$380K ﹤0.01%
+8,911
1208
$379K ﹤0.01%
4,877
+1
1209
$379K ﹤0.01%
6,705
-201
1210
$378K ﹤0.01%
+7,379
1211
$378K ﹤0.01%
3,733
-6,183
1212
$378K ﹤0.01%
4,406
+179
1213
$375K ﹤0.01%
+4,916
1214
$375K ﹤0.01%
+1,255
1215
$374K ﹤0.01%
18,451
-4,018
1216
$374K ﹤0.01%
+6,675
1217
$373K ﹤0.01%
+8,737
1218
$370K ﹤0.01%
+2,579
1219
$370K ﹤0.01%
9,669
+2,984
1220
$369K ﹤0.01%
3,870
+131
1221
$369K ﹤0.01%
1,796
+68
1222
$369K ﹤0.01%
4,157
-117
1223
$367K ﹤0.01%
6,261
-1,643
1224
$367K ﹤0.01%
+19,995
1225
$366K ﹤0.01%
1,035
-1,148