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
526
$3.72M 0.01%
14,507
-481
527
$3.71M 0.01%
25,839
-11,016
528
$3.7M 0.01%
25,074
+496
529
$3.7M 0.01%
24,152
+3,119
530
$3.68M 0.01%
274,072
-16,357
531
$3.67M 0.01%
64,498
+1,916
532
$3.65M 0.01%
58,712
-3,557
533
$3.64M 0.01%
21,414
-26,330
534
$3.64M 0.01%
529,025
+425,065
535
$3.63M 0.01%
40,774
+246
536
$3.63M 0.01%
46,724
+42,393
537
$3.61M 0.01%
113,455
+2,567
538
$3.6M 0.01%
57,420
+2,266
539
$3.58M 0.01%
52,392
+1,633
540
$3.58M 0.01%
69,722
-5,054
541
$3.57M 0.01%
34,255
+2,626
542
$3.55M 0.01%
23,396
+571
543
$3.55M 0.01%
60,161
-7,074
544
$3.53M 0.01%
34,328
-4,065
545
$3.53M 0.01%
42,440
-2,765
546
$3.53M 0.01%
+91,847
547
$3.53M 0.01%
36,160
+30,347
548
$3.52M 0.01%
27,491
-3,730
549
$3.51M 0.01%
62,015
-107,034
550
$3.5M 0.01%
37,358
+28,703
20 21
22
23 24