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
$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
751
$1.83M 0.01%
67,888
+58,793
752
$1.83M 0.01%
57,752
-6,187
753
$1.82M 0.01%
93,223
+6,404
754
$1.82M 0.01%
179,782
-353,685
755
$1.82M 0.01%
9,751
+685
756
$1.82M 0.01%
66,463
+57,778
757
$1.81M 0.01%
60,090
+3,400
758
$1.81M 0.01%
10,686
-1,071
759
$1.78M 0.01%
23,297
-18,915
760
$1.77M 0.01%
18,952
-755
761
$1.76M 0.01%
32,614
-35,520
762
$1.76M 0.01%
39,882
-6,344
763
$1.76M 0.01%
37,527
-2,689
764
$1.75M 0.01%
35,588
-1,086
765
$1.75M 0.01%
10,784
+235
766
$1.75M 0.01%
32,258
+4,616
767
$1.74M 0.01%
29,481
+2,602
768
$1.74M 0.01%
44,298
-47,230
769
$1.74M 0.01%
30,629
-27,701
770
$1.74M 0.01%
27,866
-2,599
771
$1.73M 0.01%
+21,402
772
$1.73M 0.01%
53,604
-90
773
$1.71M 0.01%
58,690
-66,174
774
$1.71M 0.01%
47,126
+3,386
775
$1.7M 0.01%
67,129
-15,703
29 30
31
32 33