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
576
$3.15M 0.01%
15,332
-496
577
$3.15M 0.01%
51,716
-29,230
578
$3.15M 0.01%
79,099
-9,260
579
$3.15M 0.01%
52,972
-24,903
580
$3.14M 0.01%
26,318
-1,813
581
$3.13M 0.01%
9,114
+381
582
$3.13M 0.01%
86,876
+48,482
583
$3.13M 0.01%
269,582
+6,552
584
$3.11M 0.01%
46,043
+3,810
585
$3.11M 0.01%
115,234
-21,708
586
$3.07M 0.01%
77,588
+26,848
587
$3.07M 0.01%
17,710
+4,475
588
$3.06M 0.01%
43,071
+589
589
$3.04M 0.01%
73,991
+34,035
590
$3.04M 0.01%
112,592
-9,350
591
$3.04M 0.01%
26,882
+1,788
592
$3.04M 0.01%
156,614
-1,020
593
$3.02M 0.01%
31,154
+2,708
594
$3.02M 0.01%
265,477
-15,162
595
$3M 0.01%
12,750
+117
596
$3M 0.01%
265,862
-41
597
$3M 0.01%
84,098
+25,301
598
$2.99M 0.01%
49,958
-8,106
599
$2.98M 0.01%
66,786
-11,601
600
$2.98M 0.01%
84,811
-1,265
22 23
24
25 26