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 8.83%
2 Financials 4.43%
3 Consumer Discretionary 4.01%
4 Healthcare 3.93%
5 Industrials 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1651
– –
-3,747
1652
– –
-3,748
1653
– –
-3,930
1654
– –
-328,973
1655
– –
-14,775
1656
– –
-377,181
1657
– –
-189,507
1658
– –
-15,205
1659
– –
-164,622
1660
– –
-5,880
1661
– –
-523,615
1662
– –
-8,269
1663
– –
-3,050
1664
– –
-10,024
1665
– –
-10,067
1666
– –
0
1667
– –
-1,040
1668
– –
-16,049
1669
– –
-10,672
1670
– –
-12,000
1671
– –
-1,468
1672
– –
-5,379
1673
– –
-8,576
1674
– –
-60,762
1675
– –
-89,885
64 65 66
67
68