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
151
$11.5M 0.1%
91,405
+379
152
$11.3M 0.1%
142,909
+7,078
153
$11.2M 0.1%
102,785
+52,097
154
$11.2M 0.1%
149,162
+47,470
155
$11.2M 0.1%
94,902
+3,898
156
$11.1M 0.1%
47,607
+1,381
157
$11M 0.1%
185,164
-514
158
$11M 0.1%
85,918
+531
159
$11M 0.1%
218,575
-158,890
160
$10.9M 0.1%
36,392
-1,938
161
$10.8M 0.1%
49,044
+7,584
162
$10.7M 0.1%
80,982
+1,905
163
$10.4M 0.09%
21,925
-2,778
164
$10.4M 0.09%
205,946
-273,503
165
$10.4M 0.09%
65,424
-56,312
166
$10.4M 0.09%
61,054
+24,519
167
$10.3M 0.09%
154,703
-7,048
168
$10.3M 0.09%
101,105
-4,829
169
$10.1M 0.09%
76,222
+49,948
170
$10.1M 0.09%
232,148
+17,243
171
$10M 0.09%
46,219
-319
172
$10M 0.09%
165,305
-2,265
173
$10M 0.09%
51,339
+45,901
174
$9.96M 0.09%
259,356
+42,339
175
$9.88M 0.09%
135,825
+85,550
5 6
7
8 9