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
976
$867K ﹤0.01%
41,160
-5,215
977
$862K ﹤0.01%
42,249
-10,522
978
$860K ﹤0.01%
7,134
-280
979
$858K ﹤0.01%
6,118
-14,550
980
$855K ﹤0.01%
18,972
+259
981
$851K ﹤0.01%
25,977
-3,407
982
$850K ﹤0.01%
41,864
+799
983
$848K ﹤0.01%
63,681
+8,879
984
$848K ﹤0.01%
24,073
-246
985
$846K ﹤0.01%
26,651
+2,222
986
$843K ﹤0.01%
7,266
+118
987
$839K ﹤0.01%
+16,120
988
$838K ﹤0.01%
26,857
-44
989
$835K ﹤0.01%
8,856
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990
$833K ﹤0.01%
3,143
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991
$830K ﹤0.01%
3,238
+287
992
$829K ﹤0.01%
27,634
-150
993
$825K ﹤0.01%
17,772
-1,135
994
$825K ﹤0.01%
10,470
+222
995
$824K ﹤0.01%
18,113
-1,026
996
$823K ﹤0.01%
17,694
+656
997
$823K ﹤0.01%
45,737
+7,759
998
$821K ﹤0.01%
16,588
-1,394
999
$817K ﹤0.01%
122,416
-76,697
1000
$816K ﹤0.01%
17,944
-4,660
38 39
40
41 42