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
– –
-18,280
1927
– –
-26,522
1928
– –
-2,614
1929
– –
-3,270
1930
– –
-918
1931
– –
-1,516
1932
– –
-54
1933
– –
-12,032
1934
– –
-4,427
1935
– –
-561
1936
– –
-6,405
1937
– –
-3,180
1938
– –
-2,198
1939
– –
-1,772
1940
– –
-10,197
1941
– –
-2,203
1942
– –
-10,254
1943
– –
-1,045
1944
– –
-3,192
1945
– –
-128
1946
– –
-404
1947
– –
-4,989
1948
– –
-3,155
1949
– –
-14,107
1950
– –
-23,525
75 76 77
78
79