Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $65.6B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
1926
– –
-1,630
1927
– –
-8,773
1928
– –
-303
1929
– –
-14,870
1930
– –
-14,405
1931
– –
-4,485
1932
– –
-5,833
1933
– –
-15,463
1934
– –
-378
1935
– –
-5,356
1936
– –
-7,249
1937
– –
-3,561
1938
– –
-3,846
1939
– –
-2,097
1940
– –
-15,821
1941
– –
-11,093
1942
– –
-19,085
1943
– –
-10,384
1944
– –
-2,889
1945
– –
-18,280
1946
– –
-26,522
1947
– –
-2,614
1948
– –
-3,270
1949
– –
-918
1950
– –
-1,516
75 76 77
78
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