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
1676
$220K ﹤0.01%
3,037
-2,128
1677
$220K ﹤0.01%
+18,654
1678
$220K ﹤0.01%
+8,275
1679
$219K ﹤0.01%
6,003
1680
$219K ﹤0.01%
+5,784
1681
$218K ﹤0.01%
+4,299
1682
$218K ﹤0.01%
+4,755
1683
$218K ﹤0.01%
25,200
1684
$218K ﹤0.01%
+6,186
1685
$217K ﹤0.01%
2,948
+632
1686
$216K ﹤0.01%
3,728
-1,334
1687
$216K ﹤0.01%
+1,578
1688
$215K ﹤0.01%
+3,382
1689
$214K ﹤0.01%
+5,283
1690
$214K ﹤0.01%
+3,867
1691
$214K ﹤0.01%
+5,677
1692
$214K ﹤0.01%
+5,694
1693
$213K ﹤0.01%
1,076
-1,133
1694
$213K ﹤0.01%
16,247
+5,302
1695
$213K ﹤0.01%
5,162
+66
1696
$212K ﹤0.01%
12,891
1697
$212K ﹤0.01%
+8,238
1698
$211K ﹤0.01%
+4,107
1699
$211K ﹤0.01%
4,910
1700
$211K ﹤0.01%
21,952
66 67
68
69 70