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
151
$21.9M 0.11%
304,184
+70,000
152
$21.9M 0.11%
321,542
+59,716
153
$21.4M 0.11%
262,133
-37,864
154
$21.3M 0.11%
214,735
+3,734
155
$21.3M 0.11%
80,998
+3,687
156
$21M 0.11%
774,546
+161,343
157
$21M 0.11%
133,658
+15,521
158
$20.9M 0.1%
827,956
+180,959
159
$20.6M 0.1%
40,116
+8,656
160
$20.5M 0.1%
808,423
+115,001
161
$20.2M 0.1%
127,228
-5,809
162
$19.5M 0.1%
213,382
+16,695
163
$19.4M 0.1%
80,981
+1,829
164
$19M 0.1%
422,957
+143,949
165
$18.7M 0.09%
372,530
+2,625
166
$18.6M 0.09%
413,099
-77,189
167
$18.6M 0.09%
34,001
+2,738
168
$18.4M 0.09%
127,021
-42,672
169
$18.3M 0.09%
781,350
+205,359
170
$18.3M 0.09%
415,587
+407,532
171
$18.2M 0.09%
109,995
+3,514
172
$17.9M 0.09%
55,885
-3,152
173
$17.6M 0.09%
943,963
-2,409
174
$17.5M 0.09%
1,263,088
-67,848
175
$17.1M 0.09%
199,691
+105,214
5 6
7
8 9