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
1401
$367K ﹤0.01%
+3,300
1402
$366K ﹤0.01%
11,984
-172
1403
$366K ﹤0.01%
12,722
+309
1404
$365K ﹤0.01%
17,346
+4,522
1405
$364K ﹤0.01%
11,870
+2,110
1406
$363K ﹤0.01%
9,365
+3,725
1407
$363K ﹤0.01%
7,273
-6,710
1408
$363K ﹤0.01%
1,520
+501
1409
$363K ﹤0.01%
9,192
+1,587
1410
$362K ﹤0.01%
140,807
+59,314
1411
$361K ﹤0.01%
11,790
+2,661
1412
$360K ﹤0.01%
9,444
+3,389
1413
$360K ﹤0.01%
9,895
-1,150
1414
$359K ﹤0.01%
+11,218
1415
$359K ﹤0.01%
4,353
-1,436
1416
$357K ﹤0.01%
29,852
+9,361
1417
$356K ﹤0.01%
+4,250
1418
$356K ﹤0.01%
2,567
+463
1419
$354K ﹤0.01%
9,418
-4,559
1420
$354K ﹤0.01%
4,399
-741
1421
$354K ﹤0.01%
20,173
-151
1422
$353K ﹤0.01%
3,936
+1,522
1423
$353K ﹤0.01%
17,666
-11,817
1424
$352K ﹤0.01%
8,805
+1,705
1425
$352K ﹤0.01%
7,426
+726
55 56
57
58 59