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
$59.9B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,729
New
Increased
Reduced
Closed

Top Buys

1
+$1.53B
2
+$1.04B
3
+$655M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$496M
5
AVGO icon
Broadcom
AVGO
+$333M

Top Sells

1
+$63.3M
2
+$48.3M
3
+$37.1M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$32.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$28.7M

Sector Composition

1 Technology 9.83%
2 Financials 3.85%
3 Consumer Discretionary 2.66%
4 Communication Services 2.45%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VCSH icon
151
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$48.6M 0.08%
608,120
-792,076
VCIT icon
152
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$57.4B
$47.2M 0.08%
560,874
+388,028
SGOV icon
153
iShares 0-3 Month Treasury Bond ETF
SGOV
$64.4B
$47.1M 0.08%
467,286
+447,502
USHY icon
154
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.4B
$46.8M 0.08%
1,238,513
+257,114
MCD icon
155
McDonald's
MCD
$222B
$46.2M 0.08%
152,055
+22,593
SYF icon
156
Synchrony
SYF
$28.9B
$45.9M 0.08%
645,899
+102,778
BGRN icon
157
iShares USD Green Bond ETF
BGRN
$437M
$45.6M 0.08%
946,916
+199,292
RTX icon
158
RTX Corp
RTX
$229B
$45.4M 0.08%
271,347
+35,272
ANET icon
159
Arista Networks
ANET
$162B
$45.3M 0.08%
310,981
+20,784
BUFF icon
160
Innovator Laddered Allocation Power Buffer ETF
BUFF
$738M
$44.7M 0.07%
+915,720
ORLY icon
161
O'Reilly Automotive
ORLY
$83.5B
$44.7M 0.07%
414,611
+13,104
TSM icon
162
TSMC
TSM
$1.53T
$44.6M 0.07%
159,784
-8,794
SNA icon
163
Snap-on
SNA
$18.1B
$44.2M 0.07%
127,523
+18,082
AXP icon
164
American Express
AXP
$255B
$43.3M 0.07%
130,245
+112
SCHD icon
165
Schwab US Dividend Equity ETF
SCHD
$71.4B
$42.9M 0.07%
1,572,349
-64,543
ALL icon
166
Allstate
ALL
$52.9B
$42.1M 0.07%
195,979
+75,200
EMR icon
167
Emerson Electric
EMR
$77.2B
$42M 0.07%
319,848
+202,302
SPTI icon
168
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.57B
$41.1M 0.07%
+1,423,757
IVW icon
169
iShares S&P 500 Growth ETF
IVW
$67.3B
$40.9M 0.07%
339,076
-31,491
XLV icon
170
State Street Health Care Select Sector SPDR ETF
XLV
$39.8B
$40.5M 0.07%
291,031
+245,091
SUSA icon
171
iShares ESG Optimized MSCI USA ETF
SUSA
$3.73B
$40.5M 0.07%
298,212
+91,997
EFAV icon
172
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.15B
$40.4M 0.07%
476,675
-97,836
IWD icon
173
iShares Russell 1000 Value ETF
IWD
$68.2B
$40.3M 0.07%
198,036
-2,056
SPLV icon
174
Invesco S&P 500 Low Volatility ETF
SPLV
$7.45B
$40.3M 0.07%
548,402
+478,382
KO icon
175
Coca-Cola
KO
$301B
$40.2M 0.07%
605,912
+24,841
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