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
626
$2.73M 0.01%
17,884
-472
627
$2.71M 0.01%
25,097
+2,305
628
$2.71M 0.01%
23,171
+751
629
$2.7M 0.01%
19,764
+1,084
630
$2.7M 0.01%
6,036
-21
631
$2.7M 0.01%
62,491
+4,161
632
$2.69M 0.01%
35,836
+15,378
633
$2.69M 0.01%
41,759
+15,238
634
$2.69M 0.01%
42,434
+21,447
635
$2.67M 0.01%
19,284
-57
636
$2.66M 0.01%
51,598
+803
637
$2.66M 0.01%
41,140
+2,056
638
$2.66M 0.01%
30,105
-7,225
639
$2.65M 0.01%
64,619
-1,086
640
$2.65M 0.01%
5,274
+181
641
$2.65M 0.01%
122,309
-71,457
642
$2.65M 0.01%
168,541
+23,026
643
$2.64M 0.01%
11,749
+2,116
644
$2.63M 0.01%
58,926
+11,153
645
$2.63M 0.01%
13,506
+2,689
646
$2.62M 0.01%
89,017
-37,527
647
$2.59M 0.01%
77,922
-41,695
648
$2.58M 0.01%
+124,126
649
$2.56M 0.01%
3,252
+383
650
$2.55M 0.01%
8,740
+1,524
24 25
26
27 28