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
426
$5.07M 0.03%
151,995
+4,131
427
$5.06M 0.03%
176,193
+18,835
428
$5.02M 0.03%
+184,148
429
$5M 0.03%
103,301
+9,614
430
$4.97M 0.02%
479,796
-13,107
431
$4.95M 0.02%
35,375
+2,355
432
$4.93M 0.02%
36,347
-1,062
433
$4.93M 0.02%
228,637
-409
434
$4.92M 0.02%
55,309
+4,524
435
$4.9M 0.02%
85,848
-8,931
436
$4.89M 0.02%
86,666
-12,666
437
$4.88M 0.02%
19,693
+3,725
438
$4.85M 0.02%
127,652
+11,551
439
$4.84M 0.02%
103,589
+75,548
440
$4.8M 0.02%
105,483
+3,543
441
$4.73M 0.02%
73,075
+7,613
442
$4.72M 0.02%
261,277
+20,726
443
$4.68M 0.02%
86,944
+71,162
444
$4.67M 0.02%
18,384
+568
445
$4.64M 0.02%
32,824
-3,223
446
$4.64M 0.02%
130,252
+38,871
447
$4.62M 0.02%
60,405
-1,364
448
$4.61M 0.02%
65,576
-4,791
449
$4.6M 0.02%
128,545
+51,580
450
$4.58M 0.02%
55,184
+11,905
16 17
18
19 20