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
201
$12M 0.07%
88,050
-8,071
202
$12M 0.07%
107,893
+10,438
203
$11.9M 0.07%
2,673
-36
204
$11.8M 0.07%
163,805
-6,568
205
$11.7M 0.07%
64,948
-16,103
206
$11.6M 0.07%
50,263
-1,772
207
$11.5M 0.07%
132,380
+60,247
208
$11.4M 0.07%
4,852
+357
209
$11.3M 0.07%
433,057
+37,807
210
$11.1M 0.07%
132,684
-9,758
211
$11M 0.06%
210,367
+36,533
212
$11M 0.06%
45,266
+22,122
213
$10.9M 0.06%
23,831
+4,059
214
$10.8M 0.06%
330,184
-5,205
215
$10.8M 0.06%
29,385
+1,147
216
$10.6M 0.06%
177,401
+5,855
217
$10.5M 0.06%
286,593
+37,374
218
$10.5M 0.06%
208,826
-6,057
219
$10.5M 0.06%
47,091
+34
220
$10.4M 0.06%
176,268
+8,126
221
$10.4M 0.06%
93,384
+11,446
222
$10.3M 0.06%
53,032
+1,527
223
$10.2M 0.06%
190,566
+23,228
224
$10.1M 0.06%
81,378
+49,641
225
$10.1M 0.06%
55,469
+7,890
7 8
9
10 11