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
1726
$186K ﹤0.01%
+17,748
1727
$186K ﹤0.01%
11,026
-5,332
1728
$183K ﹤0.01%
43,100
+800
1729
$183K ﹤0.01%
19,276
+1,881
1730
$181K ﹤0.01%
20,119
+468
1731
$181K ﹤0.01%
25,880
+5,674
1732
$179K ﹤0.01%
16,725
+3,717
1733
$178K ﹤0.01%
+38,776
1734
$178K ﹤0.01%
16,576
+3,522
1735
$176K ﹤0.01%
17,454
-1,446
1736
$175K ﹤0.01%
20,254
+210
1737
$172K ﹤0.01%
+73,142
1738
$170K ﹤0.01%
15,361
-2,320
1739
$170K ﹤0.01%
36,806
+8,924
1740
$169K ﹤0.01%
11,690
-1,479
1741
$168K ﹤0.01%
12,289
-5,466
1742
$167K ﹤0.01%
14,938
+2,531
1743
$167K ﹤0.01%
12,891
1744
$166K ﹤0.01%
10,903
-1,149
1745
$164K ﹤0.01%
14,156
+2,543
1746
$163K ﹤0.01%
12,072
+846
1747
$163K ﹤0.01%
25,000
1748
$163K ﹤0.01%
13,966
-2,518
1749
$162K ﹤0.01%
+10,669
1750
$161K ﹤0.01%
15,247
+4,243
68 69
70
71 72