Mercer Global Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$156M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$123M |
| 3 |
Dimensional International Value ETF
DFIV
|
+$100M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$63.2M |
| 5 |
Vanguard Total International Bond ETF
BNDX
|
+$60.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$81.2M |
| 2 |
Vanguard Morningstar Growth ETF
VUG
|
+$32.4M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
+$31.4M |
| 4 |
Schwab US Mid-Cap ETF
SCHM
|
+$30.1M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$28.7M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 8.5% |
| 2 | Financials | 4.39% |
| 3 | Consumer Discretionary | 3.75% |
| 4 | Healthcare | 3.72% |
| 5 | Industrials | 2.85% |
Similar funds
Mercer Global Advisors's Q3 2021 Portfolio in Review
As of Q3 2021, Mercer Global Advisors held 1,853 positions worth $14.3B, up 10% from $13B the previous quarter. Its ten largest holdings account for 27% of the portfolio.
Mercer Global Advisors deployed $1.38B of net new capital in Q3 2021, opening 185 new positions and adding to 972 existing holdings. Its largest new stake was Dimensional International Value ETF: 3,027,242 shares worth $99.1M.
By sector, the portfolio is most concentrated in Technology at 8.5% of assets, down from 8.7% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was NVIDIA, an estimated $81.2M trimmed.
- Mercer Global Advisors's largest Q3 2021 buy was Dimensional International Value ETF: 3,027,242 shares worth $99.1M.
- Mercer Global Advisors added most to Vanguard Short-Term Bond ETF in Q3 2021, an estimated $156M increase.
- Mercer Global Advisors's biggest Q3 2021 reduction was NVIDIA, cutting an estimated $81.2M.
- Mercer Global Advisors fully exited GoDaddy in Q3 2021, selling an estimated $3.84M.
- Mercer Global Advisors's ten largest holdings make up 27% of its $14.3B portfolio in Q3 2021.
- Mercer Global Advisors opened 185 new positions and closed 101 in Q3 2021.
- Mercer Global Advisors's portfolio value rose 10% quarter-over-quarter to $14.3B.
Based on Mercer Global Advisors's 13F filing for Q3 2021, filed 10 Nov 2021.