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
1451
$330K ﹤0.01%
25,946
+4,699
1452
$330K ﹤0.01%
1,718
-274
1453
$329K ﹤0.01%
13,630
-3,952
1454
$328K ﹤0.01%
6,956
+500
1455
$328K ﹤0.01%
5,385
+355
1456
$327K ﹤0.01%
27,842
1457
$325K ﹤0.01%
4,588
+485
1458
$325K ﹤0.01%
9,452
-1,163
1459
$325K ﹤0.01%
12,151
-847
1460
$325K ﹤0.01%
6,255
+533
1461
$325K ﹤0.01%
8,326
-188
1462
$324K ﹤0.01%
+3,003
1463
$324K ﹤0.01%
10,912
-550
1464
$324K ﹤0.01%
2,392
+449
1465
$323K ﹤0.01%
13,974
-191
1466
$322K ﹤0.01%
4,698
-37
1467
$321K ﹤0.01%
15,566
-6,220
1468
$320K ﹤0.01%
+6,194
1469
$320K ﹤0.01%
19,151
-4,048
1470
$317K ﹤0.01%
4,005
-100
1471
$316K ﹤0.01%
3,579
-216
1472
$316K ﹤0.01%
6,672
-74
1473
$315K ﹤0.01%
3,772
-154
1474
$315K ﹤0.01%
+16,523
1475
$315K ﹤0.01%
8,519
+2,126
57 58
59
60 61