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
151
$17.7M 0.1%
241,715
+118,989
152
$17.3M 0.1%
192,519
+19,816
153
$17M 0.1%
258,956
+19,114
154
$16.7M 0.1%
309,900
+6,020
155
$16.6M 0.1%
129,669
-24,861
156
$16.6M 0.1%
167,292
+14,561
157
$16.3M 0.1%
179,550
+45,341
158
$16.3M 0.1%
65,495
+1,022
159
$16.2M 0.1%
156,928
-22,692
160
$16M 0.09%
456,350
-4,860
161
$16M 0.09%
205,497
+58,502
162
$15.8M 0.09%
180,853
-21,107
163
$15.8M 0.09%
305,115
+86,927
164
$15.4M 0.09%
73,388
+7,510
165
$15.4M 0.09%
417,281
-87,288
166
$15.4M 0.09%
182,184
+1,275
167
$15.2M 0.09%
101,676
+11,509
168
$15.2M 0.09%
116,831
+21,522
169
$15.1M 0.09%
62,260
+7,379
170
$15.1M 0.09%
246,979
-21,166
171
$14.9M 0.09%
30,330
+1,791
172
$14.9M 0.09%
72,455
+14,541
173
$14.7M 0.09%
92,635
+21,855
174
$14.6M 0.09%
263,273
+15,213
175
$14.5M 0.09%
237,488
+119,927
5 6
7
8 9