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
1601
$247K ﹤0.01%
1,205
+45
1602
$246K ﹤0.01%
+7,700
1603
$246K ﹤0.01%
2,332
-312
1604
$245K ﹤0.01%
+1,388
1605
$245K ﹤0.01%
10,695
-2,781
1606
$244K ﹤0.01%
+4,554
1607
$244K ﹤0.01%
+5,879
1608
$244K ﹤0.01%
3,536
+63
1609
$243K ﹤0.01%
+10,118
1610
$243K ﹤0.01%
2,283
-106
1611
$243K ﹤0.01%
1,413
-60
1612
$243K ﹤0.01%
5,643
-868
1613
$242K ﹤0.01%
1,016
-66
1614
$242K ﹤0.01%
11,190
1615
$241K ﹤0.01%
3,962
-555
1616
$241K ﹤0.01%
13,054
+2,219
1617
$240K ﹤0.01%
+7,065
1618
$240K ﹤0.01%
2,774
-92
1619
$239K ﹤0.01%
+3,843
1620
$237K ﹤0.01%
2,651
-4,669
1621
$236K ﹤0.01%
+4,061
1622
$236K ﹤0.01%
+7,900
1623
$236K ﹤0.01%
+5,257
1624
$236K ﹤0.01%
+1,794
1625
$236K ﹤0.01%
5,872
-1,684
63 64
65
66 67