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
201
$8.79M 0.08%
168,530
+5,800
202
$8.71M 0.08%
580,710
+49,380
203
$8.66M 0.08%
53,757
+11,159
204
$8.52M 0.08%
25,773
+379
205
$8.5M 0.08%
3,648
+2,304
206
$8.38M 0.08%
102,350
+41,502
207
$8.36M 0.08%
110,180
+13,258
208
$8.35M 0.08%
392,716
+54,483
209
$8.3M 0.08%
178,920
+39,350
210
$8.26M 0.08%
111,661
-1,210
211
$8.16M 0.07%
259,266
+129,850
212
$8.11M 0.07%
207,563
+122,591
213
$8.1M 0.07%
56,103
+14,132
214
$8.06M 0.07%
365,992
-4,172
215
$8.02M 0.07%
157,604
-16,902
216
$7.99M 0.07%
202,587
+11,105
217
$7.9M 0.07%
56,826
-3,319
218
$7.9M 0.07%
106,322
+47,553
219
$7.87M 0.07%
99,400
+92,663
220
$7.84M 0.07%
153,795
+125,217
221
$7.76M 0.07%
21,625
+3,189
222
$7.7M 0.07%
+226,375
223
$7.69M 0.07%
82,651
+36,986
224
$7.68M 0.07%
251,772
-15,258
225
$7.66M 0.07%
99,110
+42,979
7 8
9
10 11