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
1426
$345K ﹤0.01%
4,705
-1,084
1427
$344K ﹤0.01%
10,170
-8,959
1428
$343K ﹤0.01%
11,591
-477
1429
$343K ﹤0.01%
13,305
-1,106
1430
$343K ﹤0.01%
4,373
-202
1431
$343K ﹤0.01%
11,484
-704
1432
$342K ﹤0.01%
6,595
-967
1433
$342K ﹤0.01%
242
-18
1434
$340K ﹤0.01%
5,833
+808
1435
$340K ﹤0.01%
5,428
-2,182
1436
$339K ﹤0.01%
3,829
-328
1437
$339K ﹤0.01%
3,427
-1,887
1438
$338K ﹤0.01%
1,089
+162
1439
$337K ﹤0.01%
5,214
-188
1440
$336K ﹤0.01%
12,019
+1,644
1441
$336K ﹤0.01%
23,902
+2,935
1442
$335K ﹤0.01%
3,597
+64
1443
$335K ﹤0.01%
+2,959
1444
$334K ﹤0.01%
441
-7
1445
$333K ﹤0.01%
3,206
-21
1446
$333K ﹤0.01%
960
-183
1447
$333K ﹤0.01%
13,445
-4,980
1448
$332K ﹤0.01%
5,056
+4
1449
$332K ﹤0.01%
6,100
-327
1450
$332K ﹤0.01%
1,985
-808
56 57
58
59 60