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
1401
$360K ﹤0.01%
14,367
-2,187
1402
$359K ﹤0.01%
5,081
-250
1403
$359K ﹤0.01%
+30,307
1404
$359K ﹤0.01%
24,567
+6,107
1405
$358K ﹤0.01%
6,143
+433
1406
$358K ﹤0.01%
7,278
-1,715
1407
$357K ﹤0.01%
+37,885
1408
$354K ﹤0.01%
4,184
-500
1409
$354K ﹤0.01%
2,756
-204
1410
$353K ﹤0.01%
12,849
-1,633
1411
$353K ﹤0.01%
6,048
+58
1412
$353K ﹤0.01%
3,732
-748
1413
$353K ﹤0.01%
5,985
-8
1414
$352K ﹤0.01%
2,789
-59
1415
$352K ﹤0.01%
7,024
+1,186
1416
$351K ﹤0.01%
1,654
-257
1417
$350K ﹤0.01%
7,868
+19
1418
$350K ﹤0.01%
+15,728
1419
$349K ﹤0.01%
8,728
-1,022
1420
$349K ﹤0.01%
+14,802
1421
$349K ﹤0.01%
1,909
-1,187
1422
$348K ﹤0.01%
29,481
+9,628
1423
$347K ﹤0.01%
5,346
-2,252
1424
$347K ﹤0.01%
9,504
+1,330
1425
$346K ﹤0.01%
8,300
+357
55 56
57
58 59