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
$25.2B
AUM Growth
+$3.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,112
New
Increased
Reduced
Closed

Top Buys

1
+$508M
2
+$417M
3
+$364M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$244M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$229M

Top Sells

1
+$508M
2
+$248M
3
+$243M
4
PCAR icon
PACCAR
PCAR
+$174M
5
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$159M

Sector Composition

1 Technology 8.87%
2 Financials 3.5%
3 Healthcare 3.29%
4 Consumer Discretionary 2.88%
5 Industrials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1001
$841K ﹤0.01%
8,151
+102
1002
$841K ﹤0.01%
3,341
+2,072
1003
$838K ﹤0.01%
27,035
-1,613
1004
$838K ﹤0.01%
26,659
-3,425
1005
$834K ﹤0.01%
18,112
-561
1006
$828K ﹤0.01%
14,427
-343
1007
$828K ﹤0.01%
+7,045
1008
$826K ﹤0.01%
24,468
-4,211
1009
$825K ﹤0.01%
79,474
-36,092
1010
$823K ﹤0.01%
374,270
+26,089
1011
$823K ﹤0.01%
24,412
-33,106
1012
$822K ﹤0.01%
5,621
-265
1013
$821K ﹤0.01%
24,733
+1,880
1014
$819K ﹤0.01%
4,325
-70
1015
$818K ﹤0.01%
18,253
-3,126
1016
$816K ﹤0.01%
2,309
+104
1017
$814K ﹤0.01%
16,106
-27
1018
$813K ﹤0.01%
903,265
+100
1019
$812K ﹤0.01%
26,308
-98
1020
$812K ﹤0.01%
27,604
+5,257
1021
$811K ﹤0.01%
27,805
+185
1022
$810K ﹤0.01%
5,916
-141
1023
$809K ﹤0.01%
40,736
-523
1024
$807K ﹤0.01%
50,729
-1,611
1025
$806K ﹤0.01%
6,930
-1,993
39 40
41
42 43