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
1001
$814K ﹤0.01%
139,311
-43,323
1002
$812K ﹤0.01%
+172,466
1003
$808K ﹤0.01%
9,737
+2,622
1004
$807K ﹤0.01%
12,446
+371
1005
$807K ﹤0.01%
157,561
1006
$807K ﹤0.01%
+18,632
1007
$804K ﹤0.01%
24,890
+9,635
1008
$803K ﹤0.01%
4,977
-1,192
1009
$802K ﹤0.01%
35,750
+2,273
1010
$802K ﹤0.01%
1,999
-66
1011
$802K ﹤0.01%
9,689
+32
1012
$799K ﹤0.01%
27,042
+136
1013
$799K ﹤0.01%
8,816
-689
1014
$794K ﹤0.01%
13,607
+3,057
1015
$792K ﹤0.01%
16,518
-997
1016
$786K ﹤0.01%
9,066
+74
1017
$785K ﹤0.01%
17,511
-19
1018
$780K ﹤0.01%
9,182
+1,562
1019
$778K ﹤0.01%
14,084
+167
1020
$777K ﹤0.01%
16,266
+4,655
1021
$774K ﹤0.01%
16,149
+7,336
1022
$772K ﹤0.01%
35,266
-3
1023
$772K ﹤0.01%
40,734
+14,205
1024
$771K ﹤0.01%
11,363
+50
1025
$768K ﹤0.01%
13,505
-3,131
39 40
41
42 43