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
1826
$61K ﹤0.01%
10,734
+55
1827
$61K ﹤0.01%
24,900
+2,950
1828
$61K ﹤0.01%
800
+50
1829
$59K ﹤0.01%
+2,694
1830
$57K ﹤0.01%
12,000
1831
$57K ﹤0.01%
16,824
+4,299
1832
$53K ﹤0.01%
+15,000
1833
$52K ﹤0.01%
26,149
+8,656
1834
$50K ﹤0.01%
+13,042
1835
$49K ﹤0.01%
31,322
+10,380
1836
$46K ﹤0.01%
16,532
+5,484
1837
$44K ﹤0.01%
2,014
-39
1838
– –
0
1839
$36K ﹤0.01%
3,000
1840
$35K ﹤0.01%
+17,700
1841
$33K ﹤0.01%
+1,096
1842
$32K ﹤0.01%
+21,514
1843
$32K ﹤0.01%
17,997
+7,730
1844
$27K ﹤0.01%
14,000
1845
$26K ﹤0.01%
47,500
1846
– –
0
1847
$23K ﹤0.01%
141
-2
1848
$21K ﹤0.01%
3,332
+652
1849
$20K ﹤0.01%
+4,500
1850
$17K ﹤0.01%
+1,077
72 73
74
75 76