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
876
$1.11M 0.01%
7,628
-376
877
$1.11M 0.01%
50,405
-2,033
878
$1.1M 0.01%
3,447
+281
879
$1.1M 0.01%
+47,901
880
$1.1M 0.01%
17,193
-187
881
$1.1M 0.01%
16,057
-2,688
882
$1.09M 0.01%
+26,714
883
$1.09M 0.01%
17,313
+466
884
$1.08M 0.01%
36,110
-154
885
$1.08M 0.01%
34,021
-8,396
886
$1.08M 0.01%
20,377
-166,389
887
$1.08M 0.01%
+32,828
888
$1.08M 0.01%
5,101
+692
889
$1.07M 0.01%
44,363
+1,749
890
$1.07M 0.01%
78,397
-12,008
891
$1.07M 0.01%
57,699
+8,074
892
$1.06M 0.01%
+21,415
893
$1.05M 0.01%
17,320
+602
894
$1.05M 0.01%
+48,368
895
$1.05M 0.01%
6,878
-91
896
$1.05M 0.01%
24,674
-2,188
897
$1.05M 0.01%
22,205
-34,166
898
$1.04M 0.01%
34,450
-4,160
899
$1.04M 0.01%
11,135
+49
900
$1.04M 0.01%
67,938
-17,792
34 35
36
37 38