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
1226
$508K ﹤0.01%
1,842
-540
1227
$504K ﹤0.01%
6,596
+1,397
1228
$503K ﹤0.01%
25,139
-3,331
1229
$502K ﹤0.01%
5,337
+393
1230
$499K ﹤0.01%
11,301
+1,912
1231
$499K ﹤0.01%
46,332
+379
1232
$496K ﹤0.01%
4,629
+1,079
1233
$496K ﹤0.01%
17,456
-7,504
1234
$496K ﹤0.01%
16,176
+3,356
1235
$496K ﹤0.01%
29,191
+1,111
1236
$494K ﹤0.01%
23,791
-4,507
1237
$491K ﹤0.01%
15,655
-992
1238
$491K ﹤0.01%
+2,650
1239
$491K ﹤0.01%
6,195
+1,292
1240
$490K ﹤0.01%
7,349
+3,479
1241
$490K ﹤0.01%
18,764
-2,968
1242
$489K ﹤0.01%
3,093
+1,288
1243
$488K ﹤0.01%
8,209
+6
1244
$487K ﹤0.01%
2,186
-8
1245
$487K ﹤0.01%
8,048
+94
1246
$486K ﹤0.01%
7,185
+1,056
1247
$485K ﹤0.01%
10,905
+1,469
1248
$485K ﹤0.01%
14,429
-20
1249
$484K ﹤0.01%
+2,652
1250
$480K ﹤0.01%
7,973
-3,790
48 49
50
51 52