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
651
$2.35M 0.01%
55,573
+172
652
$2.35M 0.01%
+75,066
653
$2.35M 0.01%
131,640
+3,192
654
$2.34M 0.01%
62,567
-2,263
655
$2.32M 0.01%
10,028
-536
656
$2.3M 0.01%
8,275
-39
657
$2.29M 0.01%
15,246
-3,158
658
$2.27M 0.01%
19,058
+2,689
659
$2.25M 0.01%
36,717
-8,989
660
$2.24M 0.01%
22,872
+5,095
661
$2.22M 0.01%
17,345
-947
662
$2.22M 0.01%
179,036
+1,906
663
$2.21M 0.01%
26,507
-32
664
$2.21M 0.01%
42,113
+1,506
665
$2.21M 0.01%
15,718
+923
666
$2.2M 0.01%
16,767
+5,906
667
$2.2M 0.01%
17,479
+2
668
$2.19M 0.01%
47,267
+289
669
$2.19M 0.01%
53,886
+358
670
$2.18M 0.01%
47,506
+12,863
671
$2.18M 0.01%
26,570
+908
672
$2.17M 0.01%
16,361
+6,426
673
$2.17M 0.01%
73,424
+3,066
674
$2.16M 0.01%
49,494
-36,675
675
$2.15M 0.01%
27,091
+1,879
25 26
27
28 29