Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $44.5B
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
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
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
101
$31.3M 0.16%
184,729
-6,730
102
$31M 0.16%
2,123,370
+33,800
103
$30.8M 0.15%
484,681
+61,647
104
$30.8M 0.15%
176,488
-20,629
105
$30M 0.15%
172,425
+10,842
106
$29.6M 0.15%
142,953
+12,064
107
$29.6M 0.15%
410,735
+104,541
108
$29.4M 0.15%
1,597,972
+250,088
109
$29.3M 0.15%
350,315
+33,126
110
$29.2M 0.15%
313,175
+30,689
111
$28.9M 0.14%
1,339,719
-67,503
112
$28.5M 0.14%
572,935
+18,586
113
$28.3M 0.14%
234,807
+15,867
114
$28.3M 0.14%
1,070,591
+64,772
115
$28.1M 0.14%
1,156,292
+182,105
116
$28.1M 0.14%
+437,520
117
$28M 0.14%
528,557
-29,391
118
$28M 0.14%
255,223
+28,785
119
$27.5M 0.14%
1,206,456
-304,478
120
$27.5M 0.14%
417,611
+52,705
121
$27.3M 0.14%
59,814
+8,899
122
$27.2M 0.14%
279,012
+44,406
123
$26.7M 0.13%
461,084
+31,058
124
$26.3M 0.13%
1,078,821
+170,047
125
$26M 0.13%
571,659
+4,952
3 4
5
6 7