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
126
$14.3M 0.13%
40,528
+12,794
127
$14.1M 0.13%
159,212
+16,645
128
$14.1M 0.13%
56,763
+9,091
129
$14M 0.13%
90,022
+14,576
130
$13.8M 0.13%
197,033
+14,379
131
$13.7M 0.12%
150,679
+89,468
132
$13.7M 0.12%
145,033
-1,647
133
$13.7M 0.12%
+129,373
134
$13.6M 0.12%
256,639
-68,034
135
$13.6M 0.12%
210,672
+146,610
136
$13.4M 0.12%
95,082
+11,175
137
$13.4M 0.12%
172,255
+22,080
138
$13.3M 0.12%
204,238
+175,225
139
$13.1M 0.12%
110,900
+44,106
140
$13M 0.12%
589,400
-47,168
141
$12.9M 0.12%
964,847
+37,670
142
$12.8M 0.12%
57,329
-10,797
143
$12.5M 0.11%
27,348
+6,873
144
$12.4M 0.11%
344,441
+174,722
145
$12.3M 0.11%
109,060
+100,548
146
$12.3M 0.11%
64,961
+16,469
147
$12.1M 0.11%
135,881
+13,195
148
$12M 0.11%
130,685
+95,519
149
$11.9M 0.11%
48,867
+10,045
150
$11.5M 0.1%
346,632
-4,656