Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $44.5B
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.2B
AUM Growth
+$3.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,112
New
Increased
Reduced
Closed

Top Buys

1
+$508M
2
+$417M
3
+$364M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$244M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$229M

Top Sells

1
+$508M
2
+$248M
3
+$243M
4
PCAR icon
PACCAR
PCAR
+$174M
5
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$159M

Sector Composition

1 Technology 8.87%
2 Financials 3.5%
3 Healthcare 3.29%
4 Consumer Discretionary 2.88%
5 Industrials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$29.3M 0.12%
1,110,967
+200,784
127
$29.2M 0.12%
267,982
+11,784
128
$29.1M 0.12%
161,472
+14,471
129
$29M 0.12%
+24,375
130
$29M 0.12%
183,524
+57,829
131
$28.6M 0.11%
369,903
+94,556
132
$27.9M 0.11%
292,249
+81,177
133
$27.4M 0.11%
69,574
-4,021
134
$27.3M 0.11%
1,162,553
+186,756
135
$27.1M 0.11%
524,928
-320,947
136
$27M 0.11%
61,338
+25,382
137
$26.7M 0.11%
354,879
+325,730
138
$26.6M 0.11%
413,900
+100,550
139
$25.9M 0.1%
228,972
-87,407
140
$25.9M 0.1%
406,920
+265,215
141
$25.1M 0.1%
513,330
+80,334
142
$24.5M 0.1%
121,540
-6,748
143
$24.5M 0.1%
950,836
-5,445
144
$24.4M 0.1%
486,817
-171,339
145
$24.2M 0.1%
107,241
-15,101
146
$24M 0.1%
54,318
+3,829
147
$23.9M 0.09%
906,923
-12,996
148
$23.9M 0.09%
+973,525
149
$23.6M 0.09%
1,021,896
-54,590
150
$23.5M 0.09%
240,511
-79,172
4 5
6
7 8