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
126
$21.4M 0.13%
155,855
+8,813
127
$21.2M 0.13%
563,526
+34,390
128
$21M 0.12%
417,987
-14,933
129
$20.9M 0.12%
198,902
+10,462
130
$20.7M 0.12%
251,722
+31,432
131
$20.6M 0.12%
739,819
-7,653
132
$20.4M 0.12%
289,728
-36,073
133
$20.4M 0.12%
121,759
+6,157
134
$20.4M 0.12%
355,147
+7,275
135
$19.9M 0.12%
69,605
+7,716
136
$19.7M 0.12%
218,768
+28,890
137
$19.7M 0.12%
129,533
+14,844
138
$19.5M 0.11%
536,106
-40,584
139
$19.4M 0.11%
504,837
+226,824
140
$19.4M 0.11%
312,205
+36,038
141
$19.3M 0.11%
341,715
-73,055
142
$19.2M 0.11%
360,390
-83,922
143
$19M 0.11%
258,268
+45,556
144
$18.7M 0.11%
1,048,036
+221,414
145
$18.7M 0.11%
101,680
+17,609
146
$18.5M 0.11%
401,419
-830
147
$18.3M 0.11%
811,165
+42,533
148
$18.1M 0.11%
465,920
+44,794
149
$18M 0.11%
684,541
+205,122
150
$17.9M 0.11%
359,073
-43,202
4 5
6
7 8