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
951
$922K ﹤0.01%
8,554
-1,224
952
$921K ﹤0.01%
8,215
+3,869
953
$919K ﹤0.01%
+19,892
954
$916K ﹤0.01%
6,231
-61
955
$916K ﹤0.01%
17,222
-1,498
956
$912K ﹤0.01%
+24,129
957
$911K ﹤0.01%
30,362
-132
958
$908K ﹤0.01%
8,825
+233
959
$908K ﹤0.01%
15,530
+1,047
960
$908K ﹤0.01%
35,864
+1,414
961
$908K ﹤0.01%
81,579
+23,945
962
$903K ﹤0.01%
15,042
-1,036
963
$901K ﹤0.01%
29,606
+7,046
964
$897K ﹤0.01%
129,308
-855
965
$896K ﹤0.01%
36,481
-6,852
966
$895K ﹤0.01%
3,879
+88
967
$893K ﹤0.01%
32,229
+7,218
968
$893K ﹤0.01%
21,761
+3,337
969
$891K ﹤0.01%
6,280
+408
970
$891K ﹤0.01%
90,207
+1,885
971
$886K ﹤0.01%
30,996
+9,382
972
$883K ﹤0.01%
8,848
-827
973
$869K ﹤0.01%
2,632
-347
974
$868K ﹤0.01%
540
975
$867K ﹤0.01%
6,759
-355
37 38
39
40 41