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
1376
$385K ﹤0.01%
7,271
+228
1377
$384K ﹤0.01%
999
-3,455
1378
$384K ﹤0.01%
70,259
+4,800
1379
$383K ﹤0.01%
7,611
-25,737
1380
$382K ﹤0.01%
29,095
+1,812
1381
$382K ﹤0.01%
8,358
+2,784
1382
$378K ﹤0.01%
4,286
-13
1383
$376K ﹤0.01%
+4,644
1384
$375K ﹤0.01%
9,364
+816
1385
$375K ﹤0.01%
27,182
-1,102
1386
$375K ﹤0.01%
7,657
-3,199
1387
$375K ﹤0.01%
4,522
+315
1388
$374K ﹤0.01%
25,106
+4,390
1389
$374K ﹤0.01%
4,343
+545
1390
$373K ﹤0.01%
9,255
+1,615
1391
$373K ﹤0.01%
83,444
1392
$372K ﹤0.01%
65,800
1393
$372K ﹤0.01%
18,419
-1,320
1394
$372K ﹤0.01%
13,203
+312
1395
$370K ﹤0.01%
+27,360
1396
$369K ﹤0.01%
777
+22
1397
$369K ﹤0.01%
3,579
-999
1398
$369K ﹤0.01%
+1,040
1399
$368K ﹤0.01%
9,902
+779
1400
$367K ﹤0.01%
147,857
-40,500
54 55
56
57 58