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
1326
$400K ﹤0.01%
6,760
-1,002
1327
$399K ﹤0.01%
633
+17
1328
$399K ﹤0.01%
2,851
+406
1329
$399K ﹤0.01%
2,388
+57
1330
$398K ﹤0.01%
10,944
+260
1331
$398K ﹤0.01%
3,265
+40
1332
$398K ﹤0.01%
+3,652
1333
$398K ﹤0.01%
14,228
+3,401
1334
$398K ﹤0.01%
30,052
-11
1335
$397K ﹤0.01%
+1,768
1336
$396K ﹤0.01%
18,901
+18
1337
$396K ﹤0.01%
37,131
-1,007
1338
$395K ﹤0.01%
+42,305
1339
$395K ﹤0.01%
+9,816
1340
$395K ﹤0.01%
17,711
+656
1341
$395K ﹤0.01%
988
-88
1342
$394K ﹤0.01%
7,971
1343
$392K ﹤0.01%
+649
1344
$392K ﹤0.01%
+16,138
1345
$392K ﹤0.01%
19,169
-2,670
1346
$390K ﹤0.01%
+5,716
1347
$389K ﹤0.01%
16,835
-2,286
1348
$389K ﹤0.01%
3,678
-104
1349
$389K ﹤0.01%
6,153
-103
1350
$389K ﹤0.01%
19,188
+1,562
52 53
54
55 56