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
$44.3M
AUM Growth
+$22.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$14.4M
2 +$3.37M
3 +$2.24M
4
ESGD icon
iShares ESG Aware MSCI EAFE ETF
ESGD
+$1.16M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$262K

Top Sells

1 +$736K
2 +$148K

Sector Composition

1 Consumer Staples 33.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$15.2M 34.4%
98,453
+92,916
2
$10.9M 24.7%
129,491
-8,709
3
$10.4M 23.42%
26,357
+8,568
4
$4.08M 9.22%
202,667
-7,349
5
$2.24M 5.06%
+41,286
6
$1.16M 2.61%
+14,616
7
$262K 0.59%
+1,177