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
351
$6.87M 0.03%
144,545
+8,336
352
$6.85M 0.03%
89,545
+8,013
353
$6.82M 0.03%
97,950
-1,929
354
$6.81M 0.03%
78,982
+20,042
355
$6.8M 0.03%
68,382
-522
356
$6.79M 0.03%
295,860
-88,973
357
$6.77M 0.03%
202,013
+10,763
358
$6.75M 0.03%
31,101
+25,135
359
$6.71M 0.03%
94,247
+36,705
360
$6.71M 0.03%
65,264
-4,461
361
$6.62M 0.03%
134,304
-27,533
362
$6.6M 0.03%
71,496
+624
363
$6.58M 0.03%
29,816
+10,425
364
$6.55M 0.03%
114,511
+13,105
365
$6.52M 0.03%
104,538
+11,668
366
$6.47M 0.03%
151,784
-28,422
367
$6.47M 0.03%
163,511
+155,150
368
$6.42M 0.03%
291,948
-3,006
369
$6.39M 0.03%
97,802
-19,080
370
$6.39M 0.03%
91,942
+1,664
371
$6.31M 0.03%
69,767
-62,096
372
$6.25M 0.03%
93,768
-8,187
373
$6.23M 0.03%
25,697
+2,119
374
$6.18M 0.03%
28,050
+1,408
375
$6.14M 0.03%
198,137
+28,899
13 14
15
16 17