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
926
$981K ﹤0.01%
40,896
+2,658
927
$980K ﹤0.01%
9,872
+523
928
$980K ﹤0.01%
19,310
+1,420
929
$976K ﹤0.01%
11,392
+875
930
$975K ﹤0.01%
5,019
+458
931
$975K ﹤0.01%
30,983
-10,999
932
$973K ﹤0.01%
9,681
-17
933
$964K ﹤0.01%
1,139
+325
934
$963K ﹤0.01%
17,626
-426
935
$957K ﹤0.01%
4,000
-21
936
$954K ﹤0.01%
8,283
-310
937
$949K ﹤0.01%
3,396
-133
938
$948K ﹤0.01%
+22,248
939
$946K ﹤0.01%
260,488
+7
940
$944K ﹤0.01%
6,284
+598
941
$944K ﹤0.01%
53,862
+302
942
$942K ﹤0.01%
42,776
-9,743
943
$941K ﹤0.01%
811
+164
944
$939K ﹤0.01%
14,503
+655
945
$937K ﹤0.01%
34,702
-14,223
946
$933K ﹤0.01%
4,086
+1,979
947
$925K ﹤0.01%
5,584
+22
948
$924K ﹤0.01%
5,797
-149
949
$923K ﹤0.01%
51,475
+993
950
$923K ﹤0.01%
37,367
-51
36 37
38
39 40