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
$20B
AUM Growth
+$3.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,032
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$119M
3
+$119M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$92.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$88.5M

Top Sells

1
+$53.2M
2
+$32M
3
+$31.2M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$28.6M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$28.3M

Sector Composition

1 Technology 6.95%
2 Financials 4.39%
3 Healthcare 3.91%
4 Consumer Discretionary 2.85%
5 Industrials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12.7M 0.06%
53,896
-25,627
227
$12.7M 0.06%
51,480
+5,148
228
$12.6M 0.06%
66,312
+1,259
229
$12.6M 0.06%
+217,614
230
$12.6M 0.06%
72,514
+15,124
231
$12.4M 0.06%
275,777
+128,891
232
$12.3M 0.06%
68,787
+3,031
233
$12.3M 0.06%
2,656
-21
234
$12.1M 0.06%
32,194
+12
235
$12M 0.06%
240,148
+19,724
236
$12M 0.06%
161,300
-2,595
237
$11.9M 0.06%
164,296
+12,015
238
$11.9M 0.06%
63,403
+3,665
239
$11.9M 0.06%
190,667
-30,726
240
$11.8M 0.06%
79,746
+12,156
241
$11.8M 0.06%
173,666
-20,954
242
$11.7M 0.06%
137,071
+5,326
243
$11.6M 0.06%
85,730
-14,314
244
$11.6M 0.06%
64,655
+11,773
245
$11.4M 0.06%
73,048
+15,784
246
$11.3M 0.06%
45,528
+1,589
247
$11.3M 0.06%
327,089
-65,934
248
$11.3M 0.06%
100,923
+3,744
249
$11.2M 0.06%
433,892
-158,708
250
$11.1M 0.06%
29,629
-3,522
8 9
10
11 12