MI

Mercer Investments Portfolio holdings

AUM $62.6M
1-Year Est. Return 17.6%
This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.1M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$4.28M
2 +$2.23M
3 +$1.89M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$945K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$800K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$4.28M 42.15%
+109,823
2
$2.23M 21.96%
+27,942
3
$1.89M 18.67%
+10,232
4
$945K 9.32%
+18,670
5
$800K 7.89%
+14,287