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
$25.2B
AUM Growth
+$3.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,112
New
Increased
Reduced
Closed

Top Buys

1
+$508M
2
+$417M
3
+$364M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$244M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$229M

Top Sells

1
+$508M
2
+$248M
3
+$243M
4
PCAR icon
PACCAR
PCAR
+$174M
5
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$159M

Sector Composition

1 Technology 8.87%
2 Financials 3.5%
3 Healthcare 3.29%
4 Consumer Discretionary 2.88%
5 Industrials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$12.2M 0.05%
120,802
-9,136
252
$12.1M 0.05%
54,333
+3,504
253
$12.1M 0.05%
212,830
+12,731
254
$11.9M 0.05%
102,158
+18,248
255
$11.8M 0.05%
139,714
+14,059
256
$11.8M 0.05%
208,369
-18,888
257
$11.4M 0.05%
68,517
+19,116
258
$11.4M 0.05%
207,694
+39,330
259
$11.3M 0.04%
160,763
+10,226
260
$11.2M 0.04%
262,782
+45,068
261
$11.2M 0.04%
+159,838
262
$11.2M 0.04%
171,142
-52,560
263
$11.1M 0.04%
86,670
-1,348
264
$11M 0.04%
131,169
-1,530
265
$10.9M 0.04%
157,308
-206,097
266
$10.8M 0.04%
31,704
+14,108
267
$10.8M 0.04%
56,120
+17,642
268
$10.7M 0.04%
107,194
-52,032
269
$10.7M 0.04%
98,087
+28,582
270
$10.7M 0.04%
242,854
+13,011
271
$10.7M 0.04%
23,399
-7,686
272
$10.7M 0.04%
+240,761
273
$10.6M 0.04%
75,669
+6,588
274
$10.5M 0.04%
204,785
-22,845
275
$10.5M 0.04%
218,837
-85,729
9 10
11
12 13