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
– –
-6,379
1860
– –
-7,994
1861
– –
-1,209
1862
– –
-3,310
1863
– –
-28,645
1864
– –
-3,435
1865
– –
-15,678
1866
– –
-7,548
1867
– –
-1,878
1868
– –
-341,775
1869
– –
-1,793
1870
– –
-4,909
1871
– –
-11,434
1872
– –
-1,188
1873
– –
-25,534
1874
– –
-2,016
1875
– –
-18,387
73 74
75
76 77