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
1751
$160K ﹤0.01%
15,036
-706
1752
$159K ﹤0.01%
+15,289
1753
$157K ﹤0.01%
+28,060
1754
$156K ﹤0.01%
23,208
+261
1755
$156K ﹤0.01%
36,269
+14,317
1756
$156K ﹤0.01%
12,728
+203
1757
$156K ﹤0.01%
15,708
+9
1758
$155K ﹤0.01%
+12,549
1759
$154K ﹤0.01%
29,113
+2,118
1760
$154K ﹤0.01%
16,997
-5,400
1761
$152K ﹤0.01%
24,360
-2,500
1762
$151K ﹤0.01%
14,994
+2,800
1763
$150K ﹤0.01%
+11,357
1764
$150K ﹤0.01%
37,010
+706
1765
$150K ﹤0.01%
13,258
+1,202
1766
$149K ﹤0.01%
32,491
-12,106
1767
$148K ﹤0.01%
22,637
-9,561
1768
$148K ﹤0.01%
13,036
+2,169
1769
$146K ﹤0.01%
13,162
-333
1770
$146K ﹤0.01%
12,911
-3,665
1771
$143K ﹤0.01%
17,933
-2,627
1772
$141K ﹤0.01%
15,175
-6,822
1773
$139K ﹤0.01%
6,000
1774
$135K ﹤0.01%
2,826
+457
1775
$134K ﹤0.01%
+13,904
69 70
71
72 73