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
301
$8.64M 0.04%
49,626
+7,527
302
$8.56M 0.04%
384,213
+111,988
303
$8.51M 0.04%
25,693
+2,234
304
$8.47M 0.04%
128,423
+13,862
305
$8.45M 0.04%
193,837
+12,629
306
$8.44M 0.04%
71,861
+5,113
307
$8.4M 0.04%
63,393
+16,970
308
$8.33M 0.04%
41,159
-1,052
309
$8.26M 0.04%
130,606
+11,233
310
$8.26M 0.04%
49,894
+3,316
311
$8.19M 0.04%
81,237
-2,932
312
$8.17M 0.04%
24,667
+6,666
313
$8.13M 0.04%
40,549
-7,592
314
$8.12M 0.04%
300,360
-48,820
315
$8.1M 0.04%
281,355
-8,102
316
$8.02M 0.04%
20,602
+1,354
317
$7.97M 0.04%
257,312
+6,015
318
$7.97M 0.04%
17
-1
319
$7.9M 0.04%
367,173
+36,934
320
$7.87M 0.04%
116,120
+16,540
321
$7.78M 0.04%
88,934
+29,180
322
$7.72M 0.04%
202,904
-6,149
323
$7.72M 0.04%
59,504
+1,924
324
$7.71M 0.04%
123,371
+6,691
325
$7.71M 0.04%
67,137
+9,681
11 12
13
14 15