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
1926
– –
-3,768
1927
– –
-128
1928
– –
-404
1929
– –
-4,989
1930
– –
-12,963
1931
– –
-14,405
1932
– –
-4,485
1933
– –
-7,994
1934
– –
-1,209
1935
– –
-3,310
1936
– –
-28,645
1937
– –
-3,435
1938
– –
-15,678
1939
– –
-7,548
1940
– –
-2,827
1941
– –
-829
1942
– –
-378
1943
– –
-5,356
1944
– –
-7,249
1945
– –
-3,561
1946
– –
-3,846
1947
– –
-2,097
1948
– –
-15,821
1949
– –
-11,093
1950
– –
-19,085
75 76 77
78
79