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
1326
$414K ﹤0.01%
8,374
-56
1327
$414K ﹤0.01%
13,826
+43
1328
$414K ﹤0.01%
38,088
-3,171
1329
$413K ﹤0.01%
7,517
-579
1330
$412K ﹤0.01%
16,046
-4,480
1331
$412K ﹤0.01%
8,380
-4,692
1332
$412K ﹤0.01%
14,218
-100
1333
$411K ﹤0.01%
19,450
+1,071
1334
$411K ﹤0.01%
2,971
+925
1335
$411K ﹤0.01%
3,062
-73
1336
$411K ﹤0.01%
3,534
-7
1337
$411K ﹤0.01%
5,177
+243
1338
$410K ﹤0.01%
6,120
+580
1339
$409K ﹤0.01%
+6,756
1340
$409K ﹤0.01%
13,988
+406
1341
$408K ﹤0.01%
+4,246
1342
$408K ﹤0.01%
2,741
+1,007
1343
$407K ﹤0.01%
24,346
-500
1344
$407K ﹤0.01%
+16,543
1345
$407K ﹤0.01%
11,000
1346
$406K ﹤0.01%
10,823
+2,527
1347
$405K ﹤0.01%
7,020
+815
1348
$405K ﹤0.01%
5,486
-8,246
1349
$403K ﹤0.01%
990
+136
1350
$403K ﹤0.01%
14,658
-231
52 53
54
55 56