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
601
$2.98M 0.01%
177,153
-169,283
602
$2.97M 0.01%
297,346
-119,780
603
$2.96M 0.01%
8,918
+375
604
$2.92M 0.01%
47,367
+7,234
605
$2.91M 0.01%
60,493
-4,254
606
$2.91M 0.01%
59,217
-7,383
607
$2.88M 0.01%
87,130
+1,673
608
$2.87M 0.01%
36,650
-1,916
609
$2.87M 0.01%
43,605
-22,774
610
$2.87M 0.01%
34,587
+9,489
611
$2.85M 0.01%
23,698
+1,468
612
$2.84M 0.01%
14,522
+2,047
613
$2.82M 0.01%
20,739
+162
614
$2.81M 0.01%
41,948
-16
615
$2.79M 0.01%
42,574
+16,476
616
$2.76M 0.01%
144,034
-40,695
617
$2.76M 0.01%
47,282
+3,315
618
$2.76M 0.01%
29,226
+9,225
619
$2.75M 0.01%
24,864
-2,123
620
$2.75M 0.01%
20,788
+1,705
621
$2.74M 0.01%
44,335
-45,557
622
$2.74M 0.01%
104,293
-98,449
623
$2.74M 0.01%
115,992
-36,138
624
$2.73M 0.01%
51,570
-33,357
625
$2.73M 0.01%
48,329
-819
23 24
25
26 27