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
851
$1.18M 0.01%
10,551
+800
852
$1.18M 0.01%
15,072
+674
853
$1.18M 0.01%
69,747
+23,254
854
$1.18M 0.01%
11,780
-125
855
$1.17M 0.01%
3,007
+583
856
$1.16M 0.01%
20,624
+4,434
857
$1.16M 0.01%
2,484
-482
858
$1.16M 0.01%
38,930
+27,303
859
$1.15M 0.01%
141,101
+82,112
860
$1.15M 0.01%
34,062
-1,894
861
$1.14M 0.01%
43,880
-1,400
862
$1.14M 0.01%
20,412
-4,922
863
$1.14M 0.01%
4,570
+1,062
864
$1.14M 0.01%
29,409
+13,232
865
$1.14M 0.01%
19,613
+14,713
866
$1.14M 0.01%
44,946
-4,197
867
$1.13M 0.01%
15,631
-437
868
$1.12M 0.01%
54,214
-16,941
869
$1.12M 0.01%
7,835
-660
870
$1.12M 0.01%
13,631
+741
871
$1.12M 0.01%
29,719
-138
872
$1.12M 0.01%
46,022
+4,838
873
$1.11M 0.01%
50,117
+912
874
$1.11M 0.01%
10,201
-708
875
$1.11M 0.01%
174,082
+1,395
33 34
35
36 37