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
326
$8.56M 0.03%
563,052
+372,282
327
$8.42M 0.03%
123,604
+27,521
328
$8.39M 0.03%
163,461
+145,773
329
$8.37M 0.03%
68,862
+1,262
330
$8.31M 0.03%
102,633
-316
331
$8.27M 0.03%
37,659
+19,753
332
$8.25M 0.03%
101,603
+40,461
333
$8.18M 0.03%
47,180
-1,727
334
$8.13M 0.03%
117,595
-11,995
335
$8.07M 0.03%
73,110
-279,273
336
$8.06M 0.03%
191,656
-106,916
337
$7.96M 0.03%
2,275,800
+2,038,490
338
$7.94M 0.03%
37,311
-364
339
$7.94M 0.03%
+171,876
340
$7.89M 0.03%
137,065
-23,406
341
$7.88M 0.03%
73,520
+3,248
342
$7.82M 0.03%
342,835
+2,668
343
$7.7M 0.03%
245,539
-18,212
344
$7.64M 0.03%
215,155
-1,817
345
$7.63M 0.03%
290,950
-42,850
346
$7.57M 0.03%
193,081
-1,637
347
$7.53M 0.03%
69,027
-3,310
348
$7.51M 0.03%
79,643
+5,754
349
$7.41M 0.03%
5,360
+101
350
$7.4M 0.03%
18,447
+1,626
12 13
14
15 16