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
176
$13.9M 0.08%
31,040
+2,420
177
$13.8M 0.08%
153,403
+14,615
178
$13.7M 0.08%
99,112
+2,046
179
$13.7M 0.08%
54,752
+4,988
180
$13.7M 0.08%
161,389
+8,687
181
$13.6M 0.08%
60,810
-4,988
182
$13.3M 0.08%
199,907
-21,415
183
$13.2M 0.08%
43,141
-1,823
184
$13.2M 0.08%
88,706
-11,734
185
$13.1M 0.08%
143,449
-14,670
186
$13.1M 0.08%
274,109
-21,858
187
$13.1M 0.08%
+140,095
188
$13M 0.08%
515,865
+88,295
189
$13M 0.08%
357,248
+3,281
190
$12.7M 0.07%
400,594
+10,110
191
$12.7M 0.07%
67,684
+13,620
192
$12.6M 0.07%
123,307
+95,234
193
$12.6M 0.07%
113,341
-16,070
194
$12.5M 0.07%
498,265
+115,290
195
$12.5M 0.07%
257,874
+53,258
196
$12.3M 0.07%
348,276
-69,246
197
$12.2M 0.07%
689,189
+555,069
198
$12M 0.07%
552,741
-16,631
199
$12M 0.07%
56,498
-2,178
200
$12M 0.07%
192,253
-2,775
6 7
8
9 10