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
1501
$304K ﹤0.01%
+2,891
1502
$302K ﹤0.01%
+2,544
1503
$302K ﹤0.01%
3,570
+408
1504
$301K ﹤0.01%
18,915
-18,128
1505
$300K ﹤0.01%
4,147
+1,173
1506
$300K ﹤0.01%
5,759
+1,000
1507
$300K ﹤0.01%
2,540
+232
1508
$299K ﹤0.01%
4,444
-468
1509
$299K ﹤0.01%
25,018
+5,342
1510
$299K ﹤0.01%
3,110
-280
1511
$298K ﹤0.01%
17,795
-44,569
1512
$298K ﹤0.01%
2,752
+352
1513
$297K ﹤0.01%
14,157
+987
1514
$297K ﹤0.01%
5,413
-1,539
1515
$297K ﹤0.01%
1,455
+7
1516
$296K ﹤0.01%
19,871
+3,962
1517
$295K ﹤0.01%
3,834
-192
1518
$295K ﹤0.01%
+19,149
1519
$294K ﹤0.01%
15,257
+2,630
1520
$291K ﹤0.01%
1,603
-10
1521
$291K ﹤0.01%
76,520
+6,290
1522
$290K ﹤0.01%
4,090
-619
1523
$290K ﹤0.01%
2,750
-2,794
1524
$289K ﹤0.01%
26,746
-9,027
1525
$289K ﹤0.01%
12,123
+654
59 60
61
62 63