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
401
$5.45M 0.03%
230,148
-2,112
402
$5.42M 0.03%
16,607
+863
403
$5.4M 0.03%
107,985
+988
404
$5.4M 0.03%
+147,716
405
$5.39M 0.03%
16,102
+1,213
406
$5.38M 0.03%
31,991
+822
407
$5.34M 0.03%
39,326
+4,830
408
$5.33M 0.03%
118,455
+3,590
409
$5.32M 0.03%
69,156
+639
410
$5.32M 0.03%
32,424
+604
411
$5.31M 0.03%
247,891
-19,262
412
$5.31M 0.03%
71,274
+3,022
413
$5.28M 0.03%
214,509
-41,879
414
$5.26M 0.03%
38,025
+23,287
415
$5.25M 0.03%
83,312
+19,947
416
$5.23M 0.03%
24,698
+981
417
$5.23M 0.03%
130,785
+2,173
418
$5.23M 0.03%
107,901
-1,036
419
$5.19M 0.03%
22,415
+3,409
420
$5.18M 0.03%
64,621
+27,660
421
$5.18M 0.03%
59,340
+4,762
422
$5.18M 0.03%
48,290
-4,492
423
$5.12M 0.03%
730,663
+340,646
424
$5.08M 0.03%
136,097
+87,854
425
$5.07M 0.03%
19,117
+587
15 16
17
18 19