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
$11B
AUM Growth
+$2.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,695
New
Increased
Reduced
Closed

Top Buys

1 +$275M
2 +$91.7M
3 +$90.7M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$89.5M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$79.6M

Top Sells

1 +$22.3M
2 +$15.8M
3 +$13.8M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$13.1M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$12.7M

Sector Composition

1 Technology 8.84%
2 Financials 4.43%
3 Consumer Discretionary 4.01%
4 Healthcare 3.93%
5 Industrials 3.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$9.84M 0.09%
66,931
-7,770
177
$9.78M 0.09%
154,727
+145,541
178
$9.67M 0.09%
37,961
+7,228
179
$9.66M 0.09%
261,941
-16,976
180
$9.66M 0.09%
51,700
+4,773
181
$9.62M 0.09%
183,344
-23,795
182
$9.37M 0.09%
154,078
+57,701
183
$9.29M 0.08%
43,830
+16,493
184
$9.27M 0.08%
122,597
+22,150
185
$9.27M 0.08%
28,634
+14,461
186
$9.24M 0.08%
104,767
-13,064
187
$9.24M 0.08%
49,868
+2,685
188
$9.2M 0.08%
80,072
+22,449
189
$9.2M 0.08%
117,718
-6,551
190
$9.12M 0.08%
27,700
+1,122
191
$9.09M 0.08%
+356,762
192
$9.08M 0.08%
71,291
+8,517
193
$9.04M 0.08%
171,547
+13,278
194
$8.98M 0.08%
110,157
+1,175
195
$8.91M 0.08%
77,598
+3,484
196
$8.88M 0.08%
+167,408
197
$8.88M 0.08%
43,823
+6,283
198
$8.88M 0.08%
24,371
+10,146
199
$8.86M 0.08%
86,950
+80,714
200
$8.85M 0.08%
327,649
+69,218