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
476
$4.27M 0.02%
81,973
+6,260
477
$4.24M 0.02%
39,222
+595
478
$4.23M 0.02%
100,301
+11,909
479
$4.21M 0.02%
+198,287
480
$4.18M 0.02%
36,148
-185
481
$4.17M 0.02%
90,938
+350
482
$4.09M 0.02%
69,664
+1,552
483
$4.06M 0.02%
80,554
+3,467
484
$4.04M 0.02%
40,602
+18,207
485
$4.03M 0.02%
14,557
+11,310
486
$4.03M 0.02%
13,853
+1,366
487
$4.03M 0.02%
179,820
+59,303
488
$4.02M 0.02%
9,077
+107
489
$4.02M 0.02%
26,836
+5,834
490
$4M 0.02%
5,646
-232
491
$3.99M 0.02%
80,950
-3,587
492
$3.98M 0.02%
114,047
-42,799
493
$3.98M 0.02%
25,136
+1,364
494
$3.97M 0.02%
22,668
+16,298
495
$3.94M 0.02%
+213,493
496
$3.93M 0.02%
23,397
+4,469
497
$3.92M 0.02%
+108,897
498
$3.92M 0.02%
51,424
+2,272
499
$3.86M 0.02%
40,320
-4,520
500
$3.83M 0.02%
24,231
-1,229
18 19
20
21 22