Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $44.5B
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
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
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
76
$43.3M 0.22%
1,962,194
+1,827,533
77
$43.1M 0.22%
195,301
-15,225
78
$42.8M 0.21%
238,310
+24,843
79
$42.2M 0.21%
1,748,048
+272,068
80
$42M 0.21%
640,486
+98,487
81
$40.8M 0.2%
730,270
+93,430
82
$39.8M 0.2%
208,032
+28,301
83
$39.5M 0.2%
218,571
+71,785
84
$39.4M 0.2%
814,590
-54,910
85
$38.2M 0.19%
143,320
+7,340
86
$36.7M 0.18%
1,456,947
+311,331
87
$36.4M 0.18%
302,838
+16,861
88
$36.2M 0.18%
177,811
+26,863
89
$35.5M 0.18%
750,687
+54,057
90
$35.3M 0.18%
169,919
+16,916
91
$35M 0.18%
412,572
-6,332
92
$34.7M 0.17%
1,008,281
-43,725
93
$33.6M 0.17%
287,440
+9,254
94
$33M 0.17%
325,839
+3,361
95
$32.8M 0.16%
713,886
-155,729
96
$32.4M 0.16%
645,441
-190,658
97
$31.8M 0.16%
1,175,099
-155,812
98
$31.6M 0.16%
120,036
+5,047
99
$31.5M 0.16%
623,808
+221,589
100
$31.5M 0.16%
86,004
+8,573
2 3
4
5 6