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
326
$7.69M 0.04%
66,096
+15,647
327
$7.63M 0.04%
49,726
+14,417
328
$7.6M 0.04%
89,883
+16,286
329
$7.59M 0.04%
81,627
+12,426
330
$7.58M 0.04%
129,885
+32,819
331
$7.53M 0.04%
165,402
-858
332
$7.5M 0.04%
121,977
+12,125
333
$7.5M 0.04%
100,243
+11,583
334
$7.49M 0.04%
206,662
-24,124
335
$7.44M 0.04%
47,446
+3,064
336
$7.41M 0.04%
204,836
-32,707
337
$7.41M 0.04%
208,012
-47,328
338
$7.39M 0.04%
171,854
+17,811
339
$7.37M 0.04%
53,953
-5,620
340
$7.35M 0.04%
77,388
+10,316
341
$7.33M 0.04%
298,974
+5,429
342
$7.31M 0.04%
185,761
+15,347
343
$7.28M 0.04%
70,051
+2,255
344
$7.14M 0.04%
217,054
-6,679
345
$7.11M 0.04%
100,615
+2,674
346
$7.05M 0.04%
255,630
-17,420
347
$7.04M 0.04%
109,985
+8,519
348
$7M 0.04%
77,197
+6,102
349
$6.91M 0.03%
5,248
+4,402
350
$6.9M 0.03%
+230,935
12 13
14
15 16