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
1626
$235K ﹤0.01%
3,451
-1,683
1627
$235K ﹤0.01%
3,500
-381
1628
$234K ﹤0.01%
60,016
+502
1629
$234K ﹤0.01%
9,219
+2,261
1630
$234K ﹤0.01%
21,922
-342
1631
$234K ﹤0.01%
15,071
+1,211
1632
$233K ﹤0.01%
15,764
-300
1633
$233K ﹤0.01%
2,418
-954
1634
$232K ﹤0.01%
8,949
+555
1635
$232K ﹤0.01%
5,144
-122
1636
$231K ﹤0.01%
+3,116
1637
$230K ﹤0.01%
+4,440
1638
$230K ﹤0.01%
+15,284
1639
$230K ﹤0.01%
19,389
+1,187
1640
$230K ﹤0.01%
+3,303
1641
$229K ﹤0.01%
+3,776
1642
$227K ﹤0.01%
+901
1643
$227K ﹤0.01%
+7,196
1644
$226K ﹤0.01%
+7,687
1645
$226K ﹤0.01%
3,038
-923
1646
$225K ﹤0.01%
6,885
-10,303
1647
$225K ﹤0.01%
+6,788
1648
$225K ﹤0.01%
+1,675
1649
$224K ﹤0.01%
2,507
-1,016
1650
$224K ﹤0.01%
+4,553
64 65
66
67 68