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
126
$25.9M 0.13%
148,890
-16,077
127
$25.6M 0.13%
1,127,543
-57,615
128
$25.4M 0.13%
73,010
+3,265
129
$25.2M 0.13%
660,990
+32,496
130
$25.1M 0.13%
323,520
+46,398
131
$25M 0.13%
1,000,518
+197,406
132
$25M 0.13%
633,418
+44,855
133
$24.8M 0.12%
225,266
+28,108
134
$24.7M 0.12%
529,274
+141,330
135
$24.6M 0.12%
92,044
-6,996
136
$24.5M 0.12%
741,010
-8,120
137
$24.5M 0.12%
1,066,810
-100,245
138
$24.4M 0.12%
433,485
-98,580
139
$24.3M 0.12%
160,523
+15,322
140
$24M 0.12%
931,682
+120,274
141
$24M 0.12%
120,352
-7,919
142
$23.8M 0.12%
193,596
-12,377
143
$23.8M 0.12%
475,768
+8,002
144
$23.6M 0.12%
245,456
+4,086
145
$23.4M 0.12%
572,042
+88,059
146
$23.3M 0.12%
885,260
+130,394
147
$23.2M 0.12%
992,663
+263,018
148
$22.5M 0.11%
159,382
+10,675
149
$22.2M 0.11%
45,620
+4,197
150
$22.2M 0.11%
479,617
+340,006
4 5
6
7 8