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
1676
$213K ﹤0.01%
44,434
-66,475
1677
$213K ﹤0.01%
+7,205
1678
$212K ﹤0.01%
+8,806
1679
$212K ﹤0.01%
+7,624
1680
$212K ﹤0.01%
3,681
-1,856
1681
$211K ﹤0.01%
+3,306
1682
$211K ﹤0.01%
3,588
-810
1683
$211K ﹤0.01%
377
-5
1684
$211K ﹤0.01%
+5,472
1685
$211K ﹤0.01%
+6,801
1686
$211K ﹤0.01%
+3,212
1687
$211K ﹤0.01%
+4,162
1688
$210K ﹤0.01%
+6,047
1689
$210K ﹤0.01%
29,820
-2,543
1690
$209K ﹤0.01%
19,290
+7,830
1691
$209K ﹤0.01%
6,487
-1,762
1692
$209K ﹤0.01%
1,711
-108
1693
$208K ﹤0.01%
2,885
-255
1694
$208K ﹤0.01%
10,504
+101
1695
$207K ﹤0.01%
6,992
-1,641
1696
$207K ﹤0.01%
1,324
+16
1697
$207K ﹤0.01%
147,857
1698
$207K ﹤0.01%
17,869
+1,462
1699
$206K ﹤0.01%
32,804
+8,393
1700
$206K ﹤0.01%
100,206
-5,369
66 67
68
69 70