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
276
$9.48M 0.05%
121,938
+6,894
277
$9.44M 0.05%
132,125
+10,796
278
$9.42M 0.05%
90,527
-30,210
279
$9.42M 0.05%
91,469
-667
280
$9.39M 0.05%
30,450
+6,815
281
$9.34M 0.05%
150,506
+5,107
282
$9.34M 0.05%
100,665
+5,219
283
$9.33M 0.05%
185,533
+38,863
284
$9.23M 0.05%
794,073
+26,279
285
$9.14M 0.05%
124,135
+109,211
286
$9.13M 0.05%
299,121
-38,616
287
$9.12M 0.05%
91,340
-16,110
288
$8.98M 0.05%
207,721
+18,461
289
$8.94M 0.04%
+223,218
290
$8.9M 0.04%
65,755
+5,928
291
$8.88M 0.04%
56,589
-23,211
292
$8.88M 0.04%
20,701
-301
293
$8.83M 0.04%
550,401
+44,279
294
$8.81M 0.04%
215,436
-17,638
295
$8.8M 0.04%
51,440
+3,259
296
$8.8M 0.04%
104,939
-1,027
297
$8.73M 0.04%
96,276
-527
298
$8.72M 0.04%
117,039
+86,975
299
$8.68M 0.04%
18,493
+921
300
$8.65M 0.04%
189,967
+15,129
10 11
12
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