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
801
$1.35M 0.01%
39,553
+8,534
802
$1.35M 0.01%
9,610
-8,727
803
$1.35M 0.01%
133,655
-30,629
804
$1.34M 0.01%
47,498
-3,219
805
$1.33M 0.01%
27,579
-743
806
$1.33M 0.01%
67,120
-8,959
807
$1.33M 0.01%
+17,630
808
$1.32M 0.01%
28,266
+3,770
809
$1.32M 0.01%
30,070
-1,985
810
$1.31M 0.01%
49,490
+6,984
811
$1.31M 0.01%
22,428
-1,323
812
$1.3M 0.01%
162,275
+1,322
813
$1.3M 0.01%
20,715
+3,871
814
$1.3M 0.01%
22,532
-605
815
$1.3M 0.01%
56,473
-4,499
816
$1.29M 0.01%
10,554
-2,101
817
$1.29M 0.01%
39,290
-646
818
$1.29M 0.01%
7,372
-61
819
$1.28M 0.01%
27,220
+9,496
820
$1.28M 0.01%
36,716
+476
821
$1.28M 0.01%
1,638
+18
822
$1.28M 0.01%
9,536
+292
823
$1.27M 0.01%
+41,907
824
$1.27M 0.01%
26,842
+17,739
825
$1.27M 0.01%
575,617
+36,364
31 32
33
34 35