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
1301
$306K ﹤0.01%
4,350
+67
1302
$305K ﹤0.01%
3,435
-30,598
1303
$305K ﹤0.01%
+7,660
1304
$304K ﹤0.01%
5,916
+774
1305
$303K ﹤0.01%
12,262
-110
1306
$302K ﹤0.01%
8,484
+279
1307
$302K ﹤0.01%
14,999
-5,642
1308
$302K ﹤0.01%
+12,667
1309
$302K ﹤0.01%
+10,812
1310
$301K ﹤0.01%
10,925
-1,709
1311
$301K ﹤0.01%
+11,154
1312
$301K ﹤0.01%
10,443
-1,073
1313
$301K ﹤0.01%
9,768
-976
1314
$298K ﹤0.01%
7,617
+1,328
1315
$298K ﹤0.01%
13,126
-865
1316
$296K ﹤0.01%
+6,704
1317
$296K ﹤0.01%
17,038
+5,885
1318
$295K ﹤0.01%
+3,660
1319
$295K ﹤0.01%
+5,715
1320
$295K ﹤0.01%
28,827
+15,778
1321
$294K ﹤0.01%
+19,753
1322
$294K ﹤0.01%
+3,175
1323
$293K ﹤0.01%
+1,953
1324
$290K ﹤0.01%
5,018
-6
1325
$289K ﹤0.01%
+4,599