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
1051
$716K ﹤0.01%
13,566
-313
1052
$716K ﹤0.01%
26,642
+97
1053
$713K ﹤0.01%
7,199
-2,891
1054
$713K ﹤0.01%
22,804
-11,702
1055
$712K ﹤0.01%
24,509
-7,069
1056
$704K ﹤0.01%
10,009
-221
1057
$702K ﹤0.01%
1,173
-245
1058
$700K ﹤0.01%
14,591
-9,681
1059
$696K ﹤0.01%
9,470
-459
1060
$694K ﹤0.01%
9,854
-21
1061
$691K ﹤0.01%
+132,570
1062
$688K ﹤0.01%
7,135
-109
1063
$688K ﹤0.01%
10,083
+4,707
1064
$687K ﹤0.01%
4,252
+1,291
1065
$686K ﹤0.01%
20,062
+1,060
1066
$686K ﹤0.01%
+29,157
1067
$684K ﹤0.01%
8,812
-406
1068
$683K ﹤0.01%
37,905
+1,324
1069
$678K ﹤0.01%
22,835
+3,235
1070
$678K ﹤0.01%
28,348
-3,024
1071
$677K ﹤0.01%
3,740
+175
1072
$668K ﹤0.01%
10,176
-194
1073
$666K ﹤0.01%
49,311
+5,263
1074
$665K ﹤0.01%
12,669
+291
1075
$664K ﹤0.01%
55,731
+7,555
41 42
43
44 45