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
$43.6B
AUM Growth
+$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,284
New
Increased
Reduced
Closed

Top Buys

1
+$272M
2
+$240M
3
+$215M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$178M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$155M

Top Sells

1
+$35.5M
2
+$18.6M
3
+$18.1M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$15.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$14.5M

Sector Composition

1 Technology 8.28%
2 Financials 3.8%
3 Healthcare 2.66%
4 Consumer Discretionary 2.43%
5 Communication Services 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$39.8M 0.09%
555,379
-495,697
127
$39.5M 0.09%
114,367
+22,617
128
$39.4M 0.09%
536,375
-115,800
129
$39.3M 0.09%
322,077
-5,664
130
$38.9M 0.09%
144,866
-64
131
$38.4M 0.09%
639,156
+17,503
132
$38.2M 0.09%
693,485
+316,734
133
$38.1M 0.09%
140,243
-5,080
134
$37.6M 0.09%
308,693
-10,526
135
$37.5M 0.09%
120,436
+3,899
136
$37.2M 0.09%
112,826
-524
137
$37.1M 0.09%
400,042
+40,823
138
$36.5M 0.08%
839,833
-250,649
139
$36.4M 0.08%
250,936
-56,333
140
$36M 0.08%
666,500
-7,337
141
$35.9M 0.08%
190,649
+9,709
142
$35.5M 0.08%
963,285
-367,131
143
$35.2M 0.08%
373,312
+96,031
144
$34.4M 0.08%
50,671
+875
145
$34.3M 0.08%
1,439,348
+189,813
146
$34.3M 0.08%
198,902
+153,060
147
$34.2M 0.08%
307,772
-102,217
148
$34.1M 0.08%
357,435
+7,695
149
$34.1M 0.08%
311,107
-746
150
$33.9M 0.08%
225,890
+2,260
4 5
6
7 8