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
701
$1.8M 0.01%
21,133
+2,968
702
$1.79M 0.01%
83,124
+10,532
703
$1.78M 0.01%
19,761
-254
704
$1.76M 0.01%
22,870
-3,607
705
$1.75M 0.01%
9,942
+659
706
$1.75M 0.01%
18,665
-799
707
$1.75M 0.01%
4,047
+369
708
$1.75M 0.01%
42,776
-66
709
$1.74M 0.01%
15,757
+294
710
$1.74M 0.01%
105,158
-1,391
711
$1.73M 0.01%
12,775
+1,029
712
$1.73M 0.01%
13,907
-226
713
$1.71M 0.01%
73,452
+21,601
714
$1.71M 0.01%
59,688
-16,426
715
$1.71M 0.01%
19,300
+45
716
$1.71M 0.01%
72,033
+6,273
717
$1.71M 0.01%
3,069
+156
718
$1.7M 0.01%
37,819
+33,894
719
$1.7M 0.01%
76,922
+22,632
720
$1.7M 0.01%
76,853
+22,848
721
$1.7M 0.01%
14,980
+787
722
$1.7M 0.01%
75,276
+22,374
723
$1.69M 0.01%
17,975
+1,908
724
$1.69M 0.01%
16,293
-1,594
725
$1.68M 0.01%
133,664
+1,688
27 28
29
30 31