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
1226
$366K ﹤0.01%
+5,437
1227
$365K ﹤0.01%
5,806
+210
1228
$365K ﹤0.01%
14,365
-460
1229
$364K ﹤0.01%
11,550
-297
1230
$363K ﹤0.01%
7,974
+2,218
1231
$363K ﹤0.01%
+14,812
1232
$360K ﹤0.01%
8,025
-508
1233
$360K ﹤0.01%
3,137
+405
1234
$359K ﹤0.01%
2,948
+383
1235
$358K ﹤0.01%
17,597
-1,713
1236
$357K ﹤0.01%
39,236
-1,951
1237
$355K ﹤0.01%
3,022
-22
1238
$355K ﹤0.01%
3,805
+340
1239
$355K ﹤0.01%
+4,809
1240
$352K ﹤0.01%
16,916
+4,321
1241
$351K ﹤0.01%
20,344
+813
1242
$350K ﹤0.01%
945
-18
1243
$349K ﹤0.01%
20,000
1244
$347K ﹤0.01%
21,657
+4,765
1245
$346K ﹤0.01%
26,690
-328
1246
$345K ﹤0.01%
1,703
+93
1247
$345K ﹤0.01%
+2,460
1248
$344K ﹤0.01%
3,735
+266
1249
$341K ﹤0.01%
+4,070
1250
$340K ﹤0.01%
29,177
-2,693
48 49
50
51 52