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
1351
$388K ﹤0.01%
+6,818
1352
$386K ﹤0.01%
15,400
1353
$386K ﹤0.01%
5,540
+705
1354
$385K ﹤0.01%
6,789
+1,095
1355
$385K ﹤0.01%
17,218
+1,730
1356
$385K ﹤0.01%
27,517
-216
1357
$384K ﹤0.01%
29,522
+16,387
1358
$384K ﹤0.01%
9,710
1359
$383K ﹤0.01%
3,056
+489
1360
$382K ﹤0.01%
7,896
-406
1361
$382K ﹤0.01%
34,088
-3,948
1362
$382K ﹤0.01%
16,072
+606
1363
$382K ﹤0.01%
8,372
-2,389
1364
$381K ﹤0.01%
1,807
-866
1365
$379K ﹤0.01%
100,942
-14,668
1366
$379K ﹤0.01%
5,851
-1,250
1367
$378K ﹤0.01%
12,147
-2,067
1368
$378K ﹤0.01%
22,522
+10,574
1369
$377K ﹤0.01%
19,587
+3,928
1370
$373K ﹤0.01%
3,942
-651
1371
$373K ﹤0.01%
7,612
+1,969
1372
$372K ﹤0.01%
3,996
+566
1373
$372K ﹤0.01%
20,909
-247
1374
$372K ﹤0.01%
+15,169
1375
$371K ﹤0.01%
12,319
+3,997
53 54
55
56 57