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
1226
$481K ﹤0.01%
+5,828
1227
$480K ﹤0.01%
3,956
+25
1228
$480K ﹤0.01%
23,564
-1,022
1229
$479K ﹤0.01%
+21,110
1230
$478K ﹤0.01%
5,405
+87
1231
$477K ﹤0.01%
19,248
-13,524
1232
$477K ﹤0.01%
21,379
+1,481
1233
$477K ﹤0.01%
12,049
1234
$476K ﹤0.01%
11,034
+5,000
1235
$475K ﹤0.01%
6,620
+559
1236
$474K ﹤0.01%
17,771
-3,955
1237
$474K ﹤0.01%
19,566
+204
1238
$474K ﹤0.01%
59,251
+9,703
1239
$474K ﹤0.01%
5,022
+2,881
1240
$473K ﹤0.01%
2,435
+224
1241
$471K ﹤0.01%
5,466
-301
1242
$470K ﹤0.01%
10,448
-1,729
1243
$470K ﹤0.01%
9,418
+97
1244
$470K ﹤0.01%
14,508
-9,289
1245
$469K ﹤0.01%
+2,758
1246
$467K ﹤0.01%
8,084
-489
1247
$466K ﹤0.01%
10,380
+3,599
1248
$466K ﹤0.01%
27,108
+2,274
1249
$466K ﹤0.01%
39,619
-539
1250
$464K ﹤0.01%
10,789
-1,764
48 49
50
51 52