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
751
$1.57M 0.01%
15,247
+386
752
$1.56M 0.01%
+12,153
753
$1.56M 0.01%
59,205
+5,324
754
$1.56M 0.01%
7,118
-831
755
$1.55M 0.01%
14,992
+852
756
$1.55M 0.01%
26,212
+833
757
$1.54M 0.01%
32,705
+716
758
$1.54M 0.01%
91,231
+411
759
$1.54M 0.01%
33,001
+18,337
760
$1.52M 0.01%
15,176
+813
761
$1.52M 0.01%
16,605
-106
762
$1.52M 0.01%
10,430
-84
763
$1.52M 0.01%
16,045
+4,530
764
$1.51M 0.01%
30,594
+1,924
765
$1.5M 0.01%
20,955
-2,565
766
$1.5M 0.01%
74,552
-105,523
767
$1.5M 0.01%
39,813
-7,175
768
$1.5M 0.01%
23,253
-1,339
769
$1.49M 0.01%
57,640
+14,973
770
$1.49M 0.01%
5,302
-761
771
$1.49M 0.01%
35,860
-4,570
772
$1.48M 0.01%
4,195
-752
773
$1.48M 0.01%
34,164
774
$1.48M 0.01%
45,806
+31,819
775
$1.48M 0.01%
47,395
-23,826
29 30
31
32 33