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
1201
$526K ﹤0.01%
103,871
+6,135
1202
$526K ﹤0.01%
26,812
-3,844
1203
$526K ﹤0.01%
6,591
+1,150
1204
$525K ﹤0.01%
8,063
-1,376
1205
$524K ﹤0.01%
2,168
+162
1206
$522K ﹤0.01%
5,803
1207
$522K ﹤0.01%
7,958
+1,340
1208
$522K ﹤0.01%
11,953
+190
1209
$521K ﹤0.01%
7,504
+561
1210
$520K ﹤0.01%
16,106
+465
1211
$520K ﹤0.01%
34,184
-8,589
1212
$519K ﹤0.01%
2,827
+409
1213
$517K ﹤0.01%
46,825
-9,633
1214
$517K ﹤0.01%
9,487
+3,283
1215
$516K ﹤0.01%
2,565
-347
1216
$516K ﹤0.01%
60,093
-1,690
1217
$516K ﹤0.01%
20,141
+9,336
1218
$515K ﹤0.01%
6,369
+424
1219
$515K ﹤0.01%
2,483
1220
$514K ﹤0.01%
52,899
-14,871
1221
$514K ﹤0.01%
17,625
-7,091
1222
$513K ﹤0.01%
3,965
+2,279
1223
$510K ﹤0.01%
14,387
-625
1224
$509K ﹤0.01%
8,580
+886
1225
$508K ﹤0.01%
7,231
+677
47 48
49
50 51