Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $44.5B
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
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
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
51
$71M 0.36%
467,848
+29,775
52
$70.9M 0.36%
2,952,582
+2,644,791
53
$66.9M 0.34%
1,721,182
+15,462
54
$64.2M 0.32%
1,097,416
-244,306
55
$63.3M 0.32%
753,697
+54,945
56
$61.2M 0.31%
851,283
+268,809
57
$59M 0.3%
420,653
+70,076
58
$59M 0.3%
668,928
+4,510
59
$56M 0.28%
909,192
-118,098
60
$55.6M 0.28%
1,425,410
+1,021,630
61
$54.9M 0.27%
494,726
+67,226
62
$54.8M 0.27%
1,071,981
+30,690
63
$53.6M 0.27%
566,360
+30,238
64
$51.5M 0.26%
1,004,966
+70,920
65
$51.4M 0.26%
318,058
+510
66
$51.2M 0.26%
240,101
+29,968
67
$50.6M 0.25%
597,403
-34,615
68
$50.6M 0.25%
570,491
-4,586
69
$50.3M 0.25%
332,170
+12,193
70
$48.8M 0.24%
3,265,392
-279,918
71
$45.3M 0.23%
412,386
+29,132
72
$45.1M 0.23%
336,522
+34,068
73
$45M 0.23%
2,058,744
-258,267
74
$44.3M 0.22%
929,315
+119,123
75
$43.4M 0.22%
367,606
+38,709
1 2
3
4 5