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
1126
$599K ﹤0.01%
2,601
+239
1127
$596K ﹤0.01%
8,866
+336
1128
$593K ﹤0.01%
13,772
-998
1129
$593K ﹤0.01%
18,154
1130
$582K ﹤0.01%
4,238
+162
1131
$581K ﹤0.01%
9,709
+852
1132
$579K ﹤0.01%
11,600
-439
1133
$578K ﹤0.01%
7,573
-1,795
1134
$578K ﹤0.01%
27,285
-1,108
1135
$574K ﹤0.01%
4,040
-246
1136
$574K ﹤0.01%
7,523
+368
1137
$573K ﹤0.01%
9,418
+107
1138
$573K ﹤0.01%
6,970
+610
1139
$570K ﹤0.01%
12,496
+1,726
1140
$569K ﹤0.01%
+10,914
1141
$567K ﹤0.01%
54,234
+36,246
1142
$563K ﹤0.01%
5,371
+503
1143
$563K ﹤0.01%
2,742
+116
1144
$562K ﹤0.01%
3,118
+42
1145
$560K ﹤0.01%
45,566
-76,921
1146
$560K ﹤0.01%
35,477
+18,681
1147
$555K ﹤0.01%
24,963
-118
1148
$555K ﹤0.01%
19,666
+1,148
1149
$554K ﹤0.01%
+4,440
1150
$554K ﹤0.01%
14,746
44 45
46
47 48