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
$51.5M
AUM Growth
-$3.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$3.87M
2 +$3.56M
3 +$55.6K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$26.2K

Top Sells

1 +$11.3M
2 +$431K
3 +$282K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$81.7K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$17.5M 34.03%
640,750
-413,425
2
$13.9M 26.92%
171,167
+686
3
$9.93M 19.26%
289,726
+103,933
4
$5.8M 11.25%
64,479
+43,043
5
$4.4M 8.53%
20,332
+121
6
-2,236
7
-8,991
8
-4,853