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
1251
$464K ﹤0.01%
11,154
1252
$463K ﹤0.01%
8,539
-2,544
1253
$463K ﹤0.01%
5,122
-118
1254
$463K ﹤0.01%
11,353
+2,269
1255
$462K ﹤0.01%
37,986
+921
1256
$461K ﹤0.01%
+53,418
1257
$460K ﹤0.01%
13,763
+13
1258
$460K ﹤0.01%
46,200
+23,100
1259
$459K ﹤0.01%
6,927
-5,920
1260
$458K ﹤0.01%
28,563
-7,810
1261
$457K ﹤0.01%
6,185
+234
1262
$456K ﹤0.01%
8,228
+777
1263
$453K ﹤0.01%
25,107
+226
1264
$452K ﹤0.01%
4,291
+229
1265
$451K ﹤0.01%
6,083
-423
1266
$449K ﹤0.01%
1,328
+77
1267
$448K ﹤0.01%
8,103
-323
1268
$446K ﹤0.01%
35,891
+3,045
1269
$443K ﹤0.01%
22,960
-5,086
1270
$442K ﹤0.01%
+18,601
1271
$442K ﹤0.01%
11,716
+3,895
1272
$441K ﹤0.01%
5,967
+799
1273
$440K ﹤0.01%
21,357
-887
1274
$440K ﹤0.01%
10,515
+1,586
1275
$437K ﹤0.01%
6,333
-202
49 50
51
52 53