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
1551
$272K ﹤0.01%
6,415
-3,231
1552
$271K ﹤0.01%
10,646
-1,229
1553
$270K ﹤0.01%
3,695
+106
1554
$269K ﹤0.01%
5,668
+643
1555
$269K ﹤0.01%
+8,140
1556
$266K ﹤0.01%
23,078
+1,060
1557
$266K ﹤0.01%
6,730
-79
1558
$265K ﹤0.01%
+5,170
1559
$264K ﹤0.01%
+7,627
1560
$264K ﹤0.01%
+18,972
1561
$262K ﹤0.01%
+7,440
1562
$261K ﹤0.01%
45,456
-2,024
1563
$261K ﹤0.01%
2,417
+48
1564
$261K ﹤0.01%
6,730
-868
1565
$260K ﹤0.01%
+7,120
1566
$260K ﹤0.01%
29,877
1567
$259K ﹤0.01%
26,541
+7,390
1568
$258K ﹤0.01%
+8,009
1569
$258K ﹤0.01%
7,575
-8,375
1570
$258K ﹤0.01%
28,812
-9,161
1571
$257K ﹤0.01%
2,712
-375
1572
$257K ﹤0.01%
+7,166
1573
$257K ﹤0.01%
15,953
-1,873
1574
$257K ﹤0.01%
8,007
-1,003
1575
$256K ﹤0.01%
4,611
-634
61 62
63
64 65