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
– –
-3,180
1902
– –
-2,198
1903
– –
-1,772
1904
– –
-10,197
1905
– –
-2,203
1906
– –
-12,976
1907
– –
-10,254
1908
– –
-1,045
1909
– –
-3,192
1910
– –
-3,155
1911
– –
-18,387
1912
– –
-26,880
1913
– –
-46,303
1914
– –
-8,760
1915
– –
-15,100
1916
– –
-11,135
1917
– –
-24,881
1918
– –
-42,675
1919
– –
-3,663
1920
– –
-11,756
1921
– –
-17,430
1922
– –
-12,122
1923
– –
-10,384
1924
– –
-2,889
1925
– –
-8,683
75 76
77
78 79