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
1476
$316K ﹤0.01%
4,773
+1,797
1477
$316K ﹤0.01%
2,003
+63
1478
$315K ﹤0.01%
3,833
+342
1479
$314K ﹤0.01%
8,999
+372
1480
$314K ﹤0.01%
3,955
-13
1481
$314K ﹤0.01%
11,510
-7,057
1482
$313K ﹤0.01%
27,842
1483
$312K ﹤0.01%
+14,600
1484
$312K ﹤0.01%
+3,942
1485
$311K ﹤0.01%
13,410
+876
1486
$309K ﹤0.01%
+5,502
1487
$308K ﹤0.01%
7,283
-143
1488
$308K ﹤0.01%
2,805
-8
1489
$308K ﹤0.01%
4,996
+890
1490
$308K ﹤0.01%
+2,041
1491
$308K ﹤0.01%
2,776
-6,487
1492
$307K ﹤0.01%
78,778
+10,000
1493
$307K ﹤0.01%
5,270
+701
1494
$307K ﹤0.01%
+7,643
1495
$307K ﹤0.01%
79,688
+5,834
1496
$305K ﹤0.01%
6,643
+328
1497
$305K ﹤0.01%
7,745
-15
1498
$305K ﹤0.01%
4,224
+164
1499
$304K ﹤0.01%
5,894
-163
1500
$304K ﹤0.01%
13,952
-684
58 59
60
61 62