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
1526
$145K ﹤0.01%
14,001
+1,000
1527
$142K ﹤0.01%
+7,611
1528
$142K ﹤0.01%
60,598
+45,000
1529
$140K ﹤0.01%
+10,587
1530
$140K ﹤0.01%
63,073
1531
$136K ﹤0.01%
26,932
-3,605
1532
$133K ﹤0.01%
625
+103
1533
$129K ﹤0.01%
+17,500
1534
$128K ﹤0.01%
18,409
-193
1535
$126K ﹤0.01%
13,269
+1,038
1536
$126K ﹤0.01%
+169
1537
$124K ﹤0.01%
10,288
1538
$122K ﹤0.01%
+2,293
1539
$117K ﹤0.01%
+15,503
1540
$117K ﹤0.01%
12,272
+2,033
1541
$115K ﹤0.01%
+624
1542
$115K ﹤0.01%
+802
1543
$115K ﹤0.01%
27,363
1544
$113K ﹤0.01%
+25,000
1545
$110K ﹤0.01%
+16,429
1546
$108K ﹤0.01%
11,202
1547
$107K ﹤0.01%
+800
1548
$106K ﹤0.01%
6,537
-455
1549
$102K ﹤0.01%
+10,000
1550
$99K ﹤0.01%
+16,950