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
551
$3.5M 0.01%
43,136
-1,079
552
$3.48M 0.01%
53,229
+41,569
553
$3.45M 0.01%
+305,986
554
$3.43M 0.01%
23,026
-3,225
555
$3.41M 0.01%
13,742
-339
556
$3.38M 0.01%
36,974
+3,515
557
$3.38M 0.01%
45,020
+20,002
558
$3.37M 0.01%
1,352
-41
559
$3.34M 0.01%
8,564
+861
560
$3.33M 0.01%
67,585
-7,795
561
$3.29M 0.01%
180,595
+8,060
562
$3.29M 0.01%
28,537
+188
563
$3.28M 0.01%
110,240
-70,988
564
$3.26M 0.01%
154,177
+65,493
565
$3.26M 0.01%
36,839
+6,495
566
$3.25M 0.01%
65,340
-2,356
567
$3.24M 0.01%
29,762
+2,085
568
$3.24M 0.01%
211,302
+135,063
569
$3.24M 0.01%
132,092
+496
570
$3.22M 0.01%
44,204
+80
571
$3.22M 0.01%
73,692
-262
572
$3.2M 0.01%
113,587
-106,704
573
$3.19M 0.01%
163,834
+18,588
574
$3.17M 0.01%
25,846
-2,938
575
$3.17M 0.01%
9,167
+52
21 22
23
24 25