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
1701
$211K ﹤0.01%
+5,247
1702
$211K ﹤0.01%
6,040
-375
1703
$211K ﹤0.01%
1,302
+182
1704
$211K ﹤0.01%
15,756
1705
$211K ﹤0.01%
+2,950
1706
$210K ﹤0.01%
10,760
+16
1707
$208K ﹤0.01%
45,632
+6,505
1708
$208K ﹤0.01%
+5,491
1709
$207K ﹤0.01%
8,650
+1,765
1710
$207K ﹤0.01%
7,408
+502
1711
$207K ﹤0.01%
2,363
1712
$207K ﹤0.01%
7,958
+500
1713
$207K ﹤0.01%
+1,267
1714
$207K ﹤0.01%
12,721
+1,799
1715
$206K ﹤0.01%
+3,767
1716
$206K ﹤0.01%
+10,176
1717
$206K ﹤0.01%
+3,746
1718
$206K ﹤0.01%
792
+165
1719
$205K ﹤0.01%
+10,569
1720
$204K ﹤0.01%
7,400
-200
1721
$203K ﹤0.01%
+1,725
1722
$203K ﹤0.01%
5,930
1723
$202K ﹤0.01%
+12,256
1724
$202K ﹤0.01%
3,208
1725
$202K ﹤0.01%
24,473
-549
67 68
69
70 71