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
1726
$202K ﹤0.01%
+3,554
1727
$201K ﹤0.01%
+6,922
1728
$201K ﹤0.01%
30,321
+10,050
1729
$201K ﹤0.01%
+1,316
1730
$200K ﹤0.01%
+2,226
1731
$200K ﹤0.01%
10,086
-277
1732
$200K ﹤0.01%
18,059
+57
1733
$199K ﹤0.01%
25,635
+13,723
1734
$198K ﹤0.01%
10,735
+900
1735
$197K ﹤0.01%
11,226
-846
1736
$193K ﹤0.01%
17,395
+2,215
1737
$192K ﹤0.01%
10,789
-4,239
1738
$191K ﹤0.01%
36,146
+1,524
1739
$186K ﹤0.01%
10,594
-1,034
1740
$184K ﹤0.01%
12,795
-19,828
1741
$184K ﹤0.01%
13,584
+2,867
1742
$182K ﹤0.01%
18,393
-1,328
1743
$179K ﹤0.01%
13,787
+450
1744
$179K ﹤0.01%
+10,768
1745
$177K ﹤0.01%
25,889
+17
1746
$175K ﹤0.01%
13,651
1747
$175K ﹤0.01%
12,134
+60
1748
$174K ﹤0.01%
15,764
1749
$171K ﹤0.01%
11,011
1750
$171K ﹤0.01%
125,622
+70,000
68 69
70
71 72