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
1251
$479K ﹤0.01%
10,060
+596
1252
$478K ﹤0.01%
6,240
-227
1253
$477K ﹤0.01%
12,121
+175
1254
$477K ﹤0.01%
16,673
+2,163
1255
$477K ﹤0.01%
2,588
+450
1256
$476K ﹤0.01%
4,292
+310
1257
$476K ﹤0.01%
6,024
+2,442
1258
$476K ﹤0.01%
15,625
+940
1259
$474K ﹤0.01%
29,656
+6,660
1260
$471K ﹤0.01%
45,118
-2,322
1261
$471K ﹤0.01%
8,205
+228
1262
$469K ﹤0.01%
+16,637
1263
$469K ﹤0.01%
4,111
+1,514
1264
$465K ﹤0.01%
4,452
+460
1265
$465K ﹤0.01%
6,516
+247
1266
$465K ﹤0.01%
13,858
+4,400
1267
$463K ﹤0.01%
6,597
-6,507
1268
$463K ﹤0.01%
3,524
+876
1269
$462K ﹤0.01%
14,756
+203
1270
$462K ﹤0.01%
26,815
+2,103
1271
$462K ﹤0.01%
13,542
+1
1272
$461K ﹤0.01%
2,843
-1,996
1273
$460K ﹤0.01%
20,190
+9,456
1274
$460K ﹤0.01%
1,893
+555
1275
$460K ﹤0.01%
28,589
+5,513
49 50
51
52 53