Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $44.5B
1-Year Est. Return 12.22%
This Quarter Est. Return
1 Year Est. Return
+12.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.2B
AUM Growth
+$3.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,112
New
Increased
Reduced
Closed

Top Buys

1
+$508M
2
+$417M
3
+$364M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$244M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$229M

Top Sells

1
+$508M
2
+$248M
3
+$243M
4
PCAR icon
PACCAR
PCAR
+$174M
5
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$159M

Sector Composition

1 Technology 8.87%
2 Financials 3.5%
3 Healthcare 3.29%
4 Consumer Discretionary 2.88%
5 Industrials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$23.4M 0.09%
508,020
-37,384
152
$23.1M 0.09%
460,478
-98,387
153
$22.5M 0.09%
178,607
+67,492
154
$22.4M 0.09%
184,370
+25,895
155
$22.3M 0.09%
114,536
+17,955
156
$22.3M 0.09%
282,104
-22,366
157
$22.3M 0.09%
775,981
+13,105
158
$22.1M 0.09%
45,593
+2,792
159
$22.1M 0.09%
876,444
+3,855
160
$22M 0.09%
242,919
-58
161
$21.7M 0.09%
88,065
-600
162
$21.5M 0.09%
123,429
+56,628
163
$21.3M 0.08%
46,251
-3,466
164
$21.1M 0.08%
870,030
-119,049
165
$21.1M 0.08%
212,543
+3,421
166
$20.6M 0.08%
496,673
+75,287
167
$20.6M 0.08%
267,717
+31,208
168
$20.6M 0.08%
900,628
-110,101
169
$20.6M 0.08%
92,703
+6,772
170
$20.6M 0.08%
70,088
+7,722
171
$20.3M 0.08%
232,915
-247,254
172
$20.2M 0.08%
70,182
+4,020
173
$20.2M 0.08%
1,075,636
-37,784
174
$20.1M 0.08%
365,730
-43,609
175
$20M 0.08%
40,934
-2,745
5 6
7
8 9