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
1576
$256K ﹤0.01%
+5,508
1577
$256K ﹤0.01%
+1,925
1578
$256K ﹤0.01%
+3,217
1579
$256K ﹤0.01%
9,867
-390
1580
$255K ﹤0.01%
899
-92
1581
$255K ﹤0.01%
+2,579
1582
$254K ﹤0.01%
878
-23
1583
$254K ﹤0.01%
33,433
-6,520
1584
$254K ﹤0.01%
+3,368
1585
$253K ﹤0.01%
40,535
-8,262
1586
$252K ﹤0.01%
3,565
-46
1587
$252K ﹤0.01%
+5,684
1588
$252K ﹤0.01%
7,227
1589
$252K ﹤0.01%
2,288
+50
1590
$251K ﹤0.01%
2,760
-243
1591
$251K ﹤0.01%
4,584
-300
1592
$251K ﹤0.01%
+1,557
1593
$251K ﹤0.01%
10,416
-856
1594
$250K ﹤0.01%
7,104
+190
1595
$250K ﹤0.01%
+5,008
1596
$249K ﹤0.01%
2,969
+28
1597
$248K ﹤0.01%
26,915
+6,725
1598
$248K ﹤0.01%
+11,893
1599
$248K ﹤0.01%
2,360
-469
1600
$247K ﹤0.01%
6,968
+72
62 63
64
65 66