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
$43.6B
AUM Growth
+$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,284
New
Increased
Reduced
Closed

Top Buys

1
+$272M
2
+$240M
3
+$215M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$178M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$155M

Top Sells

1
+$35.5M
2
+$18.6M
3
+$18.1M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$15.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$14.5M

Sector Composition

1 Technology 8.28%
2 Financials 3.8%
3 Healthcare 2.66%
4 Consumer Discretionary 2.43%
5 Communication Services 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UNH icon
76
UnitedHealth
UNH
$327B
$75.3M 0.17%
143,736
-4,565
RSP icon
77
Invesco S&P 500 Equal Weight ETF
RSP
$74.3B
$74.5M 0.17%
441,358
+103,367
SPOT icon
78
Spotify
SPOT
$138B
$69.9M 0.16%
128,073
+1,312
ABBV icon
79
AbbVie
ABBV
$400B
$68.9M 0.16%
331,589
-2,892
INTC icon
80
Intel
INTC
$177B
$67.9M 0.16%
2,987,935
-1,283
IWV icon
81
iShares Russell 3000 ETF
IWV
$17.1B
$67.3M 0.15%
211,735
+8,009
BRK.A icon
82
Berkshire Hathaway Class A
BRK.A
$1.07T
$64.7M 0.15%
81
+61
SYK icon
83
Stryker
SYK
$141B
$64.4M 0.15%
172,988
-6,139
IBDR icon
84
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
$3.36B
$62.3M 0.14%
2,573,674
+371,132
IBDQ icon
85
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.81B
$62M 0.14%
2,464,751
+292,780
CVX icon
86
Chevron
CVX
$306B
$61.7M 0.14%
372,349
+2,766
APGE icon
87
Apogee Therapeutics
APGE
$3.78B
$61.3M 0.14%
1,640,180
+920,079
DFAS icon
88
Dimensional US Small Cap ETF
DFAS
$11.4B
$61.1M 0.14%
1,022,951
+227,132
AVUS icon
89
Avantis US Equity ETF
AVUS
$9.72B
$60.8M 0.14%
657,924
+217,151
IBDS icon
90
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.37B
$60.7M 0.14%
2,508,278
+381,612
IBDT icon
91
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$3.14B
$59.8M 0.14%
2,361,388
+383,831
VGSH icon
92
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
$59.2M 0.14%
1,008,471
+501,838
ACN icon
93
Accenture
ACN
$149B
$58.4M 0.13%
199,584
-9,097
IAU icon
94
iShares Gold Trust
IAU
$64.1B
$57.3M 0.13%
971,068
-15,335
ORCL icon
95
Oracle
ORCL
$866B
$56.8M 0.13%
406,629
-21,869
BNDW icon
96
Vanguard Total World Bond ETF
BNDW
$1.4B
$56.7M 0.13%
824,723
+687,869
IBDU icon
97
iShares iBonds Dec 2029 Term Corporate ETF
IBDU
$2.94B
$56.7M 0.13%
2,449,807
+384,305
MRK icon
98
Merck
MRK
$210B
$55.8M 0.13%
621,578
-11,628
IJH icon
99
iShares Core S&P Mid-Cap ETF
IJH
$100B
$54.4M 0.12%
931,985
+50,077
SCHA icon
100
Schwab U.S Small- Cap ETF
SCHA
$20.8B
$54.2M 0.12%
2,313,118
-85,748
2 3
4
5 6