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
726
$1.68M 0.01%
9,834
+1,238
727
$1.67M 0.01%
30,285
+866
728
$1.67M 0.01%
32,695
+3,711
729
$1.66M 0.01%
26,929
+221
730
$1.66M 0.01%
21,839
-1,016
731
$1.66M 0.01%
22,208
-1,036
732
$1.65M 0.01%
181,335
-90,696
733
$1.65M 0.01%
14,568
+860
734
$1.65M 0.01%
50,228
+2,073
735
$1.64M 0.01%
76,874
+23,055
736
$1.64M 0.01%
62,630
+1,941
737
$1.64M 0.01%
58,222
+2,723
738
$1.64M 0.01%
21,658
+15,314
739
$1.63M 0.01%
31,226
-13,415
740
$1.63M 0.01%
37,136
-604
741
$1.62M 0.01%
57,321
-111,276
742
$1.61M 0.01%
40,768
-2,697
743
$1.61M 0.01%
45,839
+6,584
744
$1.61M 0.01%
5,781
+28
745
$1.61M 0.01%
34,458
+1,242
746
$1.6M 0.01%
31,645
-4,983
747
$1.6M 0.01%
2,440
+174
748
$1.59M 0.01%
57,040
+5,720
749
$1.58M 0.01%
28,546
+5,446
750
$1.57M 0.01%
103,045
-116,550
28 29
30
31 32