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
$25.2B
AUM Growth
+$3.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,112
New
Increased
Reduced
Closed

Top Buys

1
+$508M
2
+$417M
3
+$364M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$244M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$229M

Top Sells

1
+$508M
2
+$248M
3
+$243M
4
PCAR icon
PACCAR
PCAR
+$174M
5
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$159M

Sector Composition

1 Technology 8.87%
2 Financials 3.5%
3 Healthcare 3.29%
4 Consumer Discretionary 2.88%
5 Industrials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4.5M 0.02%
10,325
+1,133
477
$4.46M 0.02%
46,146
+5,643
478
$4.45M 0.02%
73,000
+5,431
479
$4.41M 0.02%
38,373
+12,325
480
$4.34M 0.02%
49,985
-1,432
481
$4.33M 0.02%
142,838
+14,969
482
$4.33M 0.02%
97,926
-13
483
$4.32M 0.02%
32,666
-28,658
484
$4.31M 0.02%
16,321
+442
485
$4.3M 0.02%
+10,461
486
$4.29M 0.02%
64,769
-282
487
$4.28M 0.02%
248,230
+72,413
488
$4.27M 0.02%
123,218
+32,437
489
$4.27M 0.02%
16,080
+2,107
490
$4.27M 0.02%
64,017
+30,012
491
$4.25M 0.02%
159,458
-206,302
492
$4.22M 0.02%
56,908
+35,339
493
$4.2M 0.02%
76,597
-2,734
494
$4.17M 0.02%
97,450
+2,600
495
$4.16M 0.02%
107,846
+5,969
496
$4.15M 0.02%
65,655
+3,446
497
$4.13M 0.02%
+82,209
498
$4.1M 0.02%
36,340
+4,223
499
$4.09M 0.02%
100,968
-112,215
500
$4.07M 0.02%
56,570
-15,351
18 19
20
21 22