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
1801
$101K ﹤0.01%
19,255
+1,561
1802
$99K ﹤0.01%
18,780
-4,241
1803
$97K ﹤0.01%
22,537
+9,077
1804
$95K ﹤0.01%
22,639
1805
$93K ﹤0.01%
13,270
+9,114
1806
$87K ﹤0.01%
+10,960
1807
$85K ﹤0.01%
16,454
1808
$85K ﹤0.01%
+767
1809
$80K ﹤0.01%
29,500
1810
$78K ﹤0.01%
17,050
-115,275
1811
$76K ﹤0.01%
18,447
1812
$73K ﹤0.01%
+27,826
1813
$73K ﹤0.01%
+10,313
1814
$72K ﹤0.01%
13,798
+98
1815
$71K ﹤0.01%
2,552
+40
1816
$69K ﹤0.01%
30,864
+4,199
1817
$67K ﹤0.01%
27
1818
$66K ﹤0.01%
16,726
1819
$66K ﹤0.01%
19,200
1820
$66K ﹤0.01%
+10,441
1821
$65K ﹤0.01%
37,388
+21,181
1822
$65K ﹤0.01%
63,073
1823
$63K ﹤0.01%
15,681
-512
1824
$63K ﹤0.01%
31,045
+6,632
1825
$62K ﹤0.01%
+12,900
71 72
73
74 75