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
1751
$169K ﹤0.01%
+14,682
1752
$165K ﹤0.01%
17,211
-44
1753
$165K ﹤0.01%
38,989
-24,021
1754
$162K ﹤0.01%
14,543
+3,244
1755
$160K ﹤0.01%
22,541
+5,439
1756
$156K ﹤0.01%
10,653
+411
1757
$151K ﹤0.01%
+10,207
1758
$151K ﹤0.01%
10,923
-111
1759
$149K ﹤0.01%
8,308
+1,706
1760
$147K ﹤0.01%
12,629
+592
1761
$146K ﹤0.01%
12,000
1762
$146K ﹤0.01%
18,039
+2,796
1763
$145K ﹤0.01%
17,778
-279
1764
$145K ﹤0.01%
18,355
-6,537
1765
$144K ﹤0.01%
14,453
+2,077
1766
$143K ﹤0.01%
3,954
+18
1767
$140K ﹤0.01%
11,434
-1,117
1768
$140K ﹤0.01%
+19,327
1769
$139K ﹤0.01%
25,241
+3,497
1770
$136K ﹤0.01%
11,475
+1,322
1771
$132K ﹤0.01%
5,951
-2,555
1772
$131K ﹤0.01%
20,000
1773
$130K ﹤0.01%
10,097
-1,242
1774
$128K ﹤0.01%
53,312
+645
1775
$127K ﹤0.01%
30,609
+18,107
69 70
71
72 73