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
901
$1.04M 0.01%
18,246
+150
902
$1.04M 0.01%
12,763
-2,888
903
$1.03M 0.01%
10,294
+59
904
$1.03M 0.01%
31,345
+3,260
905
$1.03M 0.01%
90,340
-67,027
906
$1.02M 0.01%
20,248
-834
907
$1.02M 0.01%
43,756
-1,066
908
$1.02M 0.01%
3,643
+655
909
$1.02M 0.01%
60,135
+42,666
910
$1.02M 0.01%
15,486
-2,052
911
$1.01M 0.01%
4,320
+77
912
$1.01M 0.01%
9,562
+3,036
913
$1M 0.01%
27,117
+1,777
914
$1M 0.01%
2,948
-119
915
$1M 0.01%
9,500
+1,785
916
$994K 0.01%
4,777
+61
917
$994K 0.01%
12,079
+1,650
918
$993K 0.01%
70,394
-6,820
919
$992K 0.01%
29,530
-577
920
$992K 0.01%
31,178
-8,885
921
$991K 0.01%
7,206
+50
922
$990K 0.01%
91,964
+27,880
923
$988K ﹤0.01%
42,234
+3,946
924
$986K ﹤0.01%
17,888
-1,064
925
$984K ﹤0.01%
10,558
-398
35 36
37
38 39