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
101
$26.2M 0.15%
863,642
+111,630
102
$26.2M 0.15%
104,800
+3,638
103
$25.9M 0.15%
1,166,044
104
$25.9M 0.15%
169,224
+13,219
105
$25.8M 0.15%
300,027
+25,461
106
$25.5M 0.15%
746,870
-15,290
107
$25.5M 0.15%
251,557
+28,551
108
$25.2M 0.15%
257,430
-7,289
109
$24.5M 0.14%
68,476
+6,959
110
$24.5M 0.14%
58,721
-9,859
111
$24.3M 0.14%
477,385
+96,085
112
$24.2M 0.14%
98,038
+523
113
$24.2M 0.14%
101,904
+15,772
114
$23.6M 0.14%
504,454
+39,652
115
$23.4M 0.14%
132,717
+11,470
116
$23.2M 0.14%
114,774
+22,529
117
$23.1M 0.14%
89,016
-11,607
118
$23M 0.14%
138,615
+26,910
119
$23M 0.14%
438,193
+3,863
120
$22.9M 0.14%
38,825
+3,598
121
$22.8M 0.13%
361,380
+115,550
122
$22.7M 0.13%
224,034
+7,850
123
$22.6M 0.13%
190,556
+17,949
124
$22.3M 0.13%
898,480
-47,708
125
$21.6M 0.13%
490,627
-17,007
3 4
5
6 7