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
1201
$503K ﹤0.01%
12,370
+137
1202
$503K ﹤0.01%
16,458
-1,393
1203
$501K ﹤0.01%
66,315
+9,642
1204
$501K ﹤0.01%
13,054
+456
1205
$501K ﹤0.01%
24,037
-1,093
1206
$501K ﹤0.01%
4,902
+356
1207
$500K ﹤0.01%
14,035
-2,761
1208
$500K ﹤0.01%
7,476
+294
1209
$500K ﹤0.01%
4,892
-2,427
1210
$499K ﹤0.01%
+22,637
1211
$499K ﹤0.01%
+66,063
1212
$495K ﹤0.01%
+3,714
1213
$491K ﹤0.01%
1,485
-1
1214
$490K ﹤0.01%
3,426
+266
1215
$490K ﹤0.01%
1,431
+10
1216
$489K ﹤0.01%
3,969
-1,355
1217
$489K ﹤0.01%
7,902
+609
1218
$488K ﹤0.01%
16,201
-624
1219
$488K ﹤0.01%
28,963
-18,643
1220
$486K ﹤0.01%
32,370
-9,168
1221
$485K ﹤0.01%
7,232
-107
1222
$484K ﹤0.01%
+30,058
1223
$484K ﹤0.01%
19,660
-20,278
1224
$483K ﹤0.01%
20,138
+3,011
1225
$481K ﹤0.01%
20,167
-3,577
47 48
49
50 51