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
576
$2.95M 0.01%
59,197
+8,890
577
$2.94M 0.01%
29,261
+18,020
578
$2.94M 0.01%
56,457
-17,084
579
$2.93M 0.01%
11,976
+10,078
580
$2.91M 0.01%
269,731
-13,649
581
$2.91M 0.01%
13,974
-1,616
582
$2.9M 0.01%
133,714
-22,090
583
$2.89M 0.01%
95,396
+41,316
584
$2.89M 0.01%
11,231
+2,935
585
$2.88M 0.01%
25,044
-2,442
586
$2.87M 0.01%
121,603
-31,905
587
$2.87M 0.01%
41,742
+7,411
588
$2.87M 0.01%
58,648
-1,005
589
$2.87M 0.01%
35,119
+2,239
590
$2.83M 0.01%
57,800
+9,354
591
$2.83M 0.01%
65,013
-4,366
592
$2.83M 0.01%
115,562
-36,098
593
$2.82M 0.01%
155,620
+18,495
594
$2.82M 0.01%
28,125
+5,859
595
$2.81M 0.01%
122,903
-25,389
596
$2.81M 0.01%
14,264
+11,172
597
$2.8M 0.01%
41,948
-85
598
$2.8M 0.01%
111,331
-565,061
599
$2.79M 0.01%
32,741
-7,561
600
$2.77M 0.01%
14,475
+1,009
22 23
24
25 26