Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.33%
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
+$164M
2
+$92.9M
3
+$87.5M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$66.3M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$59.4M

Top Sells

1
+$20.3M
2
+$15.6M
3
+$9.91M
4
EOG icon
EOG Resources
EOG
+$7.05M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$6.19M

Sector Composition

1 Technology 8.81%
2 Financials 5.1%
3 Healthcare 3.77%
4 Consumer Discretionary 3.47%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1876
– –
-28,645
1877
– –
-3,435
1878
– –
-15,678
1879
– –
-7,548
1880
– –
-2,827
1881
– –
-11,034
1882
– –
-23
1883
– –
-785
1884
– –
-7,172
1885
– –
-4,359
1886
– –
-25,845
1887
– –
-12,766
1888
– –
-1,878
1889
– –
-341,775
1890
– –
-1,793
1891
– –
-4,909
1892
– –
-11,434
1893
– –
-1,188
1894
– –
-25,534
1895
– –
-2,016
1896
– –
-42,675
1897
– –
-3,663
1898
– –
-7,249
1899
– –
-3,561
1900
– –
-3,846
74 75
76
77 78