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
1901
– –
-14,405
1902
– –
-4,485
1903
– –
-2,827
1904
– –
-11,034
1905
– –
-2,892
1906
– –
-785
1907
– –
-7,172
1908
– –
-4,359
1909
– –
-25,845
1910
– –
-12,766
1911
– –
-11,764
1912
– –
-8,640
1913
– –
-5,833
1914
– –
-15,463
1915
– –
-1,380
1916
– –
-378
1917
– –
-5,356
1918
– –
-7,249
1919
– –
-3,561
1920
– –
-3,846
1921
– –
-2,097
1922
– –
-15,821
1923
– –
-11,093
1924
– –
-19,085
1925
– –
-2,889
75 76
77
78 79