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
$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
51
$88.7M 0.35%
2,133,563
-3,648,819
52
$85.8M 0.34%
276,322
+21,684
53
$83.8M 0.33%
913,007
-2,705,253
54
$82.8M 0.33%
499,967
+946
55
$78.1M 0.31%
900,390
+101,790
56
$76.5M 0.3%
632,355
+104,830
57
$74.4M 0.3%
154,761
+12,889
58
$72.1M 0.29%
2,928,071
-1,713,351
59
$71.2M 0.28%
594,889
+76,499
60
$69.4M 0.28%
601,092
+66,911
61
$67.3M 0.27%
927,828
+454,103
62
$65.6M 0.26%
2,994,018
-2,932,104
63
$64.9M 0.26%
229,497
-7,610
64
$61.3M 0.24%
377,429
-28,114
65
$61.2M 0.24%
1,117,277
+21,084
66
$59.9M 0.24%
1,385,926
-34,360
67
$58.8M 0.23%
267,152
+58,965
68
$57M 0.23%
391,836
+49,081
69
$56.7M 0.23%
399,203
+36,561
70
$56.3M 0.22%
371,104
+37,656
71
$56M 0.22%
2,330,124
+153,820
72
$55.1M 0.22%
210,673
+14,055
73
$53.8M 0.21%
244,170
+26,994
74
$53.1M 0.21%
1,026,441
+46,068
75
$52.9M 0.21%
1,009,602
+330,234
1 2
3
4 5