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
1601
$251K ﹤0.01%
1,820
+84
1602
$251K ﹤0.01%
987
-1,237
1603
$250K ﹤0.01%
4,863
-432
1604
$250K ﹤0.01%
17,733
-2,134
1605
$248K ﹤0.01%
35,182
+10,542
1606
$248K ﹤0.01%
9,884
-3,875
1607
$248K ﹤0.01%
5,743
+335
1608
$248K ﹤0.01%
+2,965
1609
$248K ﹤0.01%
12,731
-7,733
1610
$247K ﹤0.01%
9,896
-48,007
1611
$246K ﹤0.01%
+10,694
1612
$246K ﹤0.01%
2,500
1613
$245K ﹤0.01%
750
-6
1614
$243K ﹤0.01%
23,168
+217
1615
$243K ﹤0.01%
+1,856
1616
$242K ﹤0.01%
5,158
+519
1617
$242K ﹤0.01%
4,050
+150
1618
$242K ﹤0.01%
7,640
+1,040
1619
$242K ﹤0.01%
20,111
+1,961
1620
$241K ﹤0.01%
+4,037
1621
$241K ﹤0.01%
+17,481
1622
$240K ﹤0.01%
4,439
-5,270
1623
$239K ﹤0.01%
29,877
1624
$239K ﹤0.01%
8,072
+1,497
1625
$238K ﹤0.01%
12,803
-1,486
63 64
65
66 67