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
776
$1.7M 0.01%
+27,343
777
$1.69M 0.01%
17,731
-1,832
778
$1.68M 0.01%
63,543
-7,723
779
$1.67M 0.01%
58,572
-2,447
780
$1.67M 0.01%
131,226
-3,414
781
$1.66M 0.01%
19,705
+1,864
782
$1.66M 0.01%
15,616
-414
783
$1.65M 0.01%
+53,714
784
$1.65M 0.01%
23,505
+3,796
785
$1.65M 0.01%
48,486
-4,716
786
$1.65M 0.01%
176,221
+9,136
787
$1.63M 0.01%
42,024
+34,439
788
$1.62M 0.01%
19,975
+2,785
789
$1.62M 0.01%
34,571
+2,958
790
$1.62M 0.01%
9,771
-2,419
791
$1.61M 0.01%
10,314
+707
792
$1.61M 0.01%
+26,480
793
$1.6M 0.01%
49,996
+2,539
794
$1.59M 0.01%
31,455
-12,161
795
$1.59M 0.01%
61,516
+41,198
796
$1.58M 0.01%
21,180
+251
797
$1.58M 0.01%
54,901
+6,038
798
$1.57M 0.01%
25,977
-3,619
799
$1.57M 0.01%
152,988
-6,041
800
$1.55M 0.01%
38,962
-1,422
30 31
32
33 34