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
1951
– –
-18,280
1952
– –
-26,522
1953
– –
-14,638
1954
– –
-1,993
1955
– –
-13,646
1956
– –
-4,505
1957
– –
-14,107
1958
– –
-23,525
1959
– –
-6,860
1960
– –
-1,280
1961
– –
-5,824
1962
– –
-1,362
1963
– –
-27,734
1964
– –
-89,246
1965
– –
-8,173
1966
– –
-96,842
1967
– –
-31,914
1968
– –
-10,637
1969
– –
-10,393
1970
– –
-82,755
75 76 77 78
79