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
1076
$664K ﹤0.01%
8,864
-355
1077
$664K ﹤0.01%
19,924
-1,662
1078
$664K ﹤0.01%
30,506
-1,312
1079
$661K ﹤0.01%
9,090
-844
1080
$661K ﹤0.01%
10,327
-1,027
1081
$658K ﹤0.01%
54,160
-55,077
1082
$658K ﹤0.01%
17,274
-2,026
1083
$658K ﹤0.01%
15,907
-4,692
1084
$657K ﹤0.01%
43,162
+3,182
1085
$656K ﹤0.01%
21,260
+7,540
1086
$655K ﹤0.01%
5,731
-475
1087
$654K ﹤0.01%
12,960
-1,553
1088
$654K ﹤0.01%
22,654
-11,779
1089
$653K ﹤0.01%
10,706
-215
1090
$649K ﹤0.01%
2,014
-214
1091
$645K ﹤0.01%
7,997
+179
1092
$643K ﹤0.01%
5,345
-388
1093
$641K ﹤0.01%
31,451
-815
1094
$641K ﹤0.01%
14,266
-1,749
1095
$640K ﹤0.01%
9,333
+1,928
1096
$636K ﹤0.01%
12,056
-1,336
1097
$635K ﹤0.01%
23,176
+755
1098
$633K ﹤0.01%
+18,254
1099
$632K ﹤0.01%
8,174
-3,010
1100
$632K ﹤0.01%
437
+131
42 43
44
45 46