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
1651
$223K ﹤0.01%
3,166
+46
1652
$223K ﹤0.01%
17,641
+3,873
1653
$223K ﹤0.01%
+3,159
1654
$223K ﹤0.01%
1,782
-343
1655
$221K ﹤0.01%
+4,011
1656
$221K ﹤0.01%
2,339
-1,564
1657
$221K ﹤0.01%
+6,083
1658
$220K ﹤0.01%
+4,952
1659
$220K ﹤0.01%
+4,001
1660
$220K ﹤0.01%
15,974
+2,755
1661
$219K ﹤0.01%
+5,799
1662
$218K ﹤0.01%
+1,331
1663
$218K ﹤0.01%
+3,000
1664
$217K ﹤0.01%
+7,256
1665
$217K ﹤0.01%
+4,746
1666
$216K ﹤0.01%
4,761
-2,500
1667
$216K ﹤0.01%
26,594
+185
1668
$216K ﹤0.01%
10,285
-421
1669
$215K ﹤0.01%
+6,350
1670
$215K ﹤0.01%
1,332
-292
1671
$215K ﹤0.01%
665
-303
1672
$215K ﹤0.01%
+1,992
1673
$215K ﹤0.01%
72,774
-2,715
1674
$214K ﹤0.01%
12,707
+1,096
1675
$213K ﹤0.01%
+5,050
65 66
67
68 69