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
451
$4.58M 0.02%
60,246
+6,576
452
$4.58M 0.02%
37,267
+26,097
453
$4.57M 0.02%
442,504
-3,074
454
$4.56M 0.02%
92,284
+13,565
455
$4.54M 0.02%
55,250
-2,858
456
$4.52M 0.02%
25,379
-698
457
$4.51M 0.02%
22,290
+478
458
$4.49M 0.02%
98,049
-34
459
$4.47M 0.02%
97,657
-3,740
460
$4.47M 0.02%
53,327
+1,822
461
$4.46M 0.02%
63,643
+11,087
462
$4.43M 0.02%
34,566
+1,227
463
$4.41M 0.02%
36,383
-1,817
464
$4.41M 0.02%
23,592
-639
465
$4.4M 0.02%
29,536
+3,926
466
$4.38M 0.02%
154,136
+15,867
467
$4.38M 0.02%
234,348
-6,658
468
$4.37M 0.02%
+89,897
469
$4.36M 0.02%
58,799
+13,623
470
$4.35M 0.02%
30,499
+11,165
471
$4.34M 0.02%
+91,527
472
$4.32M 0.02%
7,913
-1,373
473
$4.31M 0.02%
85,512
+11,168
474
$4.29M 0.02%
127,650
-772
475
$4.28M 0.02%
346,828
17 18
19
20 21