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
501
$4.06M 0.02%
70,930
+5,966
502
$4.05M 0.02%
19,560
+7,361
503
$4.04M 0.02%
96,449
-60,630
504
$4.02M 0.02%
41,645
-4,935
505
$4.02M 0.02%
52,606
+3,309
506
$4.01M 0.02%
23,090
-25
507
$4M 0.02%
157,836
-38,807
508
$3.98M 0.02%
+32,330
509
$3.97M 0.02%
172,557
-104,476
510
$3.96M 0.02%
26,579
-8,193
511
$3.96M 0.02%
87,425
-66,219
512
$3.94M 0.02%
228,397
-3,090
513
$3.94M 0.02%
36,004
-8,527
514
$3.92M 0.02%
84,932
-3,263
515
$3.89M 0.02%
98,037
+1,120
516
$3.88M 0.02%
11,014
+899
517
$3.83M 0.02%
60,018
-10,999
518
$3.81M 0.02%
53,329
+3,995
519
$3.81M 0.02%
80,237
-24,868
520
$3.79M 0.02%
16,834
-5,755
521
$3.79M 0.02%
30,056
+4,989
522
$3.76M 0.01%
106,473
+15,899
523
$3.75M 0.01%
72,029
-14,817
524
$3.73M 0.01%
11,326
-368
525
$3.73M 0.01%
38,857
+15,881
19 20
21
22 23