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
$25.2B
AUM Growth
+$3.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,112
New
Increased
Reduced
Closed

Top Buys

1
+$508M
2
+$417M
3
+$364M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$244M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$229M

Top Sells

1
+$508M
2
+$248M
3
+$243M
4
PCAR icon
PACCAR
PCAR
+$174M
5
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$159M

Sector Composition

1 Technology 8.87%
2 Financials 3.5%
3 Healthcare 3.29%
4 Consumer Discretionary 2.88%
5 Industrials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$38.3M 0.15%
1,616,259
-307,308
102
$37.5M 0.15%
340,187
+38,860
103
$36.9M 0.15%
310,053
+49,224
104
$36.3M 0.14%
350,343
-8,630
105
$36.1M 0.14%
121,123
+7,939
106
$35.3M 0.14%
748,217
+92,694
107
$35M 0.14%
1,437,455
+134,762
108
$33.8M 0.13%
62,824
+2,571
109
$33.3M 0.13%
1,353,264
+125,051
110
$32.8M 0.13%
544,033
+46,773
111
$32.3M 0.13%
181,243
+9,924
112
$31.8M 0.13%
355,137
+163,437
113
$31.6M 0.13%
547,391
+31,252
114
$31.4M 0.12%
153,240
+8,736
115
$31.2M 0.12%
735,588
+58,748
116
$31M 0.12%
484,467
-695
117
$30.9M 0.12%
1,314,432
+150,573
118
$30.2M 0.12%
433,324
+30,713
119
$30.2M 0.12%
254,005
-654
120
$30.1M 0.12%
168,058
+2,282
121
$29.9M 0.12%
245,693
+19,242
122
$29.8M 0.12%
800,063
+90,500
123
$29.5M 0.12%
1,265,792
-46,445
124
$29.5M 0.12%
1,849,459
-233,183
125
$29.4M 0.12%
1,099,785
-55,259
3 4
5
6 7