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
526
$3.49M 0.02%
76,656
+1,791
527
$3.45M 0.02%
14,541
+2,824
528
$3.45M 0.02%
44,612
+4,198
529
$3.44M 0.02%
+298,035
530
$3.44M 0.02%
125,111
+860
531
$3.42M 0.02%
48,101
+6,425
532
$3.41M 0.02%
30,017
-8,175
533
$3.41M 0.02%
73,119
+5,977
534
$3.41M 0.02%
49,666
+6,176
535
$3.41M 0.02%
1,382
-490
536
$3.41M 0.02%
77,697
+7,257
537
$3.41M 0.02%
14,454
-2,686
538
$3.4M 0.02%
14,886
-10,000
539
$3.39M 0.02%
41,569
-1,481
540
$3.39M 0.02%
68,784
-2,034
541
$3.38M 0.02%
140,326
+10,576
542
$3.34M 0.02%
33,665
+1,112
543
$3.33M 0.02%
54,289
+8,069
544
$3.31M 0.02%
22,473
+172
545
$3.31M 0.02%
13,983
+47
546
$3.3M 0.02%
+82,808
547
$3.29M 0.02%
72,372
-302,699
548
$3.29M 0.02%
68,628
-108,913
549
$3.29M 0.02%
6,417
+1,455
550
$3.27M 0.02%
43,881
-3,837
20 21
22
23 24