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
1476
$315K ﹤0.01%
48,275
+1,877
1477
$314K ﹤0.01%
+10,022
1478
$314K ﹤0.01%
11,513
-2,397
1479
$314K ﹤0.01%
6,642
-129
1480
$313K ﹤0.01%
10,839
-1,031
1481
$313K ﹤0.01%
+1,173
1482
$312K ﹤0.01%
13,761
+2,183
1483
$311K ﹤0.01%
15,166
-62
1484
$310K ﹤0.01%
3,586
+424
1485
$309K ﹤0.01%
23,834
+80
1486
$308K ﹤0.01%
9,435
-3,701
1487
$307K ﹤0.01%
61,954
+411
1488
$306K ﹤0.01%
2,929
-122
1489
$306K ﹤0.01%
12,736
-1,657
1490
$305K ﹤0.01%
4,092
-596
1491
$305K ﹤0.01%
+7,502
1492
$305K ﹤0.01%
+13,484
1493
$304K ﹤0.01%
3,863
-1,106
1494
$304K ﹤0.01%
9,039
+734
1495
$303K ﹤0.01%
2,217
+14
1496
$302K ﹤0.01%
24,119
-567
1497
$302K ﹤0.01%
7,515
-109
1498
$302K ﹤0.01%
2,766
+310
1499
$301K ﹤0.01%
12,452
+2,152
1500
$300K ﹤0.01%
2,927
58 59
60
61 62