Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.33%
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
1951
– –
-11,764
1952
– –
-8,640
1953
– –
-5,833
1954
– –
-15,463
1955
– –
-1,380
1956
– –
-829
1957
– –
-378
1958
– –
-5,356
1959
– –
-12,032
1960
– –
-4,427
1961
– –
-561
1962
– –
-6,405
1963
– –
-3,180
1964
– –
-2,198
1965
– –
-1,772
1966
– –
-10,197
1967
– –
-2,203
1968
– –
-12,976
1969
– –
-10,254
1970
– –
-1,045
75 76 77 78
79