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
676
$2.12M 0.01%
14,799
+6,230
677
$2.12M 0.01%
59,701
+3,529
678
$2.07M 0.01%
57,694
+1,497
679
$2.06M 0.01%
40,536
-29,962
680
$2.06M 0.01%
131,766
+12,356
681
$2.04M 0.01%
28,990
+5,240
682
$2.04M 0.01%
57,372
+19,307
683
$2.04M 0.01%
20,895
-1,303
684
$2.02M 0.01%
58,146
-1,671
685
$2.02M 0.01%
39,525
+15,080
686
$1.98M 0.01%
171,658
+124,817
687
$1.98M 0.01%
9,643
+74
688
$1.97M 0.01%
34,785
+21,510
689
$1.96M 0.01%
41,013
-3,103
690
$1.95M 0.01%
92,006
+862
691
$1.94M 0.01%
75,453
-101,943
692
$1.94M 0.01%
4,762
+2,912
693
$1.94M 0.01%
903,165
+513,286
694
$1.94M 0.01%
204,670
-30,367
695
$1.92M 0.01%
25,746
-4,904
696
$1.91M 0.01%
65,316
+92
697
$1.91M 0.01%
26,957
+2,256
698
$1.85M 0.01%
27,268
+5,986
699
$1.82M 0.01%
27,717
+3,278
700
$1.81M 0.01%
21,046
-1,656
26 27
28
29 30