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
1851
$17K ﹤0.01%
10,550
1852
$17K ﹤0.01%
2,058
1853
$16K ﹤0.01%
759
+23
1854
$14K ﹤0.01%
+2,946
1855
$14K ﹤0.01%
+611
1856
$13K ﹤0.01%
1,110
1857
$10K ﹤0.01%
316
-13
1858
$10K ﹤0.01%
1,005
-100
1859
– –
-5,611
1860
– –
-2,703
1861
– –
-2,464
1862
– –
-9,410
1863
– –
-27
1864
– –
-11,709
1865
– –
-411
1866
– –
-6,379
1867
– –
-9,729
1868
– –
-1,630
1869
– –
-8,773
1870
– –
-303
1871
– –
-14,870
1872
– –
-11,034
1873
– –
-2,892
1874
– –
-785
1875
– –
-7,172
73 74
75
76 77