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
826
$1.27M 0.01%
15,397
+1,891
827
$1.26M 0.01%
129,493
+96,876
828
$1.26M 0.01%
13,850
-1,889
829
$1.26M 0.01%
50,863
+3,826
830
$1.25M 0.01%
19,831
-2,898
831
$1.23M 0.01%
13,717
-655
832
$1.23M 0.01%
20,607
-2,246
833
$1.23M 0.01%
21,727
-24,547
834
$1.23M 0.01%
15,385
+3,539
835
$1.22M 0.01%
233,390
-256,454
836
$1.22M 0.01%
42,229
+2,159
837
$1.21M 0.01%
9,570
+787
838
$1.21M 0.01%
3,596
+896
839
$1.21M 0.01%
10,688
+344
840
$1.21M 0.01%
10,555
+483
841
$1.21M 0.01%
12,300
-3
842
$1.2M 0.01%
34,691
+1,470
843
$1.2M 0.01%
40,164
-440
844
$1.2M 0.01%
41,812
+10,797
845
$1.19M 0.01%
18,853
+1,722
846
$1.19M 0.01%
+14,883
847
$1.19M 0.01%
+47,950
848
$1.19M 0.01%
9,324
+1,173
849
$1.19M 0.01%
255,600
+6,680
850
$1.18M 0.01%
51,773
+1,548
32 33
34
35 36