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
776
$1.47M 0.01%
10,760
+1,294
777
$1.47M 0.01%
9,280
+18
778
$1.46M 0.01%
75,525
-19,263
779
$1.45M 0.01%
8,425
-1,069
780
$1.44M 0.01%
16,924
-236
781
$1.43M 0.01%
17,297
-813
782
$1.43M 0.01%
27,348
+3,098
783
$1.43M 0.01%
10,200
-256
784
$1.43M 0.01%
29,077
+517
785
$1.42M 0.01%
16,873
-741
786
$1.42M 0.01%
80,040
+52,912
787
$1.41M 0.01%
+56,855
788
$1.4M 0.01%
18,765
-286
789
$1.39M 0.01%
76,448
+6,198
790
$1.39M 0.01%
27,595
+3,280
791
$1.38M 0.01%
21,659
+2,859
792
$1.38M 0.01%
20,055
-102
793
$1.37M 0.01%
36,055
-878
794
$1.37M 0.01%
115,350
-2,455
795
$1.37M 0.01%
17,608
+3,642
796
$1.36M 0.01%
10,300
+2,749
797
$1.36M 0.01%
24,585
-4,298
798
$1.36M 0.01%
23,718
-3,126
799
$1.36M 0.01%
29,407
+3,767
800
$1.36M 0.01%
121,705
+46,699
30 31
32
33 34