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
501
$3.83M 0.02%
+75,895
502
$3.82M 0.02%
62,296
+7,867
503
$3.81M 0.02%
94,742
-824
504
$3.81M 0.02%
75,123
+8,827
505
$3.8M 0.02%
60,400
+619
506
$3.78M 0.02%
59,203
+1,889
507
$3.77M 0.02%
44,433
-13,764
508
$3.73M 0.02%
44,564
-8,559
509
$3.7M 0.02%
106,804
+10,767
510
$3.67M 0.02%
11,481
-26
511
$3.66M 0.02%
31,154
-3,540
512
$3.64M 0.02%
54,309
-2,231
513
$3.64M 0.02%
123,621
+348
514
$3.63M 0.02%
16,926
-289
515
$3.58M 0.02%
+60,236
516
$3.57M 0.02%
85,097
+5,974
517
$3.57M 0.02%
25,167
-144
518
$3.57M 0.02%
108,478
+2,764
519
$3.54M 0.02%
55,827
+3,412
520
$3.53M 0.02%
111,355
-960
521
$3.53M 0.02%
59,198
+2,504
522
$3.52M 0.02%
200,954
+95,173
523
$3.51M 0.02%
68,104
+44,476
524
$3.5M 0.02%
+29,170
525
$3.5M 0.02%
582,128
+177,107
19 20
21
22 23