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
376
$6.06M 0.03%
41,367
+12,697
377
$6.05M 0.03%
189,469
+12,108
378
$6.05M 0.03%
76,787
+8,793
379
$6.04M 0.03%
65,955
-3,832
380
$6M 0.03%
129,119
-15,054
381
$5.99M 0.03%
63,087
-9,817
382
$5.98M 0.03%
85,141
+7,955
383
$5.97M 0.03%
116,650
+2,140
384
$5.96M 0.03%
174,235
-6,069
385
$5.92M 0.03%
+200,908
386
$5.91M 0.03%
143,592
+13,396
387
$5.83M 0.03%
+208,995
388
$5.79M 0.03%
70,160
+10,378
389
$5.78M 0.03%
110,748
+17,041
390
$5.74M 0.03%
359,824
+47,198
391
$5.73M 0.03%
23,437
-206
392
$5.72M 0.03%
52,880
+10,035
393
$5.65M 0.03%
18,155
-650
394
$5.63M 0.03%
80,744
+49,672
395
$5.62M 0.03%
78,907
+5,136
396
$5.6M 0.03%
32,132
+3,252
397
$5.57M 0.03%
120,153
-1,654
398
$5.47M 0.03%
88,086
+14,272
399
$5.46M 0.03%
43,035
+8,025
400
$5.45M 0.03%
53,235
-3,886
14 15
16
17 18