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
1301
$411K ﹤0.01%
19,876
-9,455
1302
$411K ﹤0.01%
25,808
-283
1303
$410K ﹤0.01%
28,213
+1,181
1304
$410K ﹤0.01%
29,886
-68
1305
$410K ﹤0.01%
16,360
-102
1306
$409K ﹤0.01%
6,504
+86
1307
$409K ﹤0.01%
8,454
+1,826
1308
$408K ﹤0.01%
+6,838
1309
$407K ﹤0.01%
2,765
-3,681
1310
$407K ﹤0.01%
+40,000
1311
$406K ﹤0.01%
6,154
-110
1312
$406K ﹤0.01%
7,131
+107
1313
$406K ﹤0.01%
11,611
-4,538
1314
$405K ﹤0.01%
13,081
-162
1315
$405K ﹤0.01%
2,440
+111
1316
$405K ﹤0.01%
4,904
+340
1317
$405K ﹤0.01%
10,487
-120
1318
$405K ﹤0.01%
5,344
+215
1319
$404K ﹤0.01%
+3,704
1320
$404K ﹤0.01%
13,167
-13,928
1321
$401K ﹤0.01%
3,157
+498
1322
$401K ﹤0.01%
10,167
-1,739
1323
$401K ﹤0.01%
9,669
-523
1324
$401K ﹤0.01%
12,289
+1,763
1325
$400K ﹤0.01%
23,544
+11,772
51 52
53
54 55