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
1701
$206K ﹤0.01%
15,605
-218
1702
$205K ﹤0.01%
+2,871
1703
$205K ﹤0.01%
11,095
+289
1704
$204K ﹤0.01%
+5,710
1705
$204K ﹤0.01%
+1,736
1706
$204K ﹤0.01%
+1,590
1707
$204K ﹤0.01%
+3,169
1708
$203K ﹤0.01%
3,218
-356
1709
$203K ﹤0.01%
4,633
-510
1710
$203K ﹤0.01%
2,246
-318
1711
$202K ﹤0.01%
+2,544
1712
$202K ﹤0.01%
12,273
-5,130
1713
$202K ﹤0.01%
56,648
-1,769
1714
$201K ﹤0.01%
+2,949
1715
$201K ﹤0.01%
+3,267
1716
$201K ﹤0.01%
15,838
-1,271
1717
$201K ﹤0.01%
+4,230
1718
$200K ﹤0.01%
+2,111
1719
$198K ﹤0.01%
19,574
+500
1720
$197K ﹤0.01%
23,631
+1,099
1721
$196K ﹤0.01%
22,858
-3,300
1722
$190K ﹤0.01%
+50,298
1723
$189K ﹤0.01%
10,451
-10,150
1724
$187K ﹤0.01%
21,865
-375
1725
$186K ﹤0.01%
21,980
+1,269
67 68
69
70 71