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
626
$2.6M 0.01%
26,610
+7
627
$2.6M 0.01%
24,681
+3,669
628
$2.57M 0.01%
84,714
-10,065
629
$2.57M 0.01%
25,076
-501
630
$2.54M 0.01%
138,359
631
$2.53M 0.01%
55,578
-29,901
632
$2.53M 0.01%
17,892
+4,609
633
$2.53M 0.01%
38,381
+442
634
$2.52M 0.01%
57,831
+18,913
635
$2.51M 0.01%
39,435
+3,649
636
$2.5M 0.01%
88,039
-10,388
637
$2.49M 0.01%
53,835
+4,081
638
$2.49M 0.01%
15,010
+367
639
$2.48M 0.01%
29,062
+4,425
640
$2.48M 0.01%
47,850
-719
641
$2.47M 0.01%
43,247
+121
642
$2.45M 0.01%
40,765
-887
643
$2.44M 0.01%
23,202
+5,279
644
$2.44M 0.01%
45,703
-66,363
645
$2.44M 0.01%
17,674
-172
646
$2.44M 0.01%
23,115
+4,810
647
$2.4M 0.01%
49,226
-15,636
648
$2.4M 0.01%
8,294
+170
649
$2.39M 0.01%
31,201
-2,270
650
$2.38M 0.01%
39,430
+6,910
24 25
26
27 28