Mercer Global Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
+$166M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
+$147M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
+$93.8M |
| 4 |
Schwab International Equity ETF
SCHF
|
+$88.8M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
+$70.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$34.7M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$29.6M |
| 3 |
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
|
+$16.2M |
| 4 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
+$16.2M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$14.9M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 9.26% |
| 2 | Financials | 4.13% |
| 3 | Consumer Discretionary | 3.88% |
| 4 | Healthcare | 3.74% |
| 5 | Industrials | 2.76% |
Similar funds
Mercer Global Advisors's Q4 2021 Portfolio in Review
As of Q4 2021, Mercer Global Advisors held 1,889 positions worth $16.2B, up 13% from $14.3B the previous quarter. Its ten largest holdings account for 29% of the portfolio.
Mercer Global Advisors deployed $1.01B of net new capital in Q4 2021, opening 137 new positions and adding to 958 existing holdings. Its largest new stake was Altair Engineering Inc: 74,194 shares worth $5.74M.
By sector, the portfolio is most concentrated in Technology at 9.3% of assets, up from 8.5% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Schwab US Aggregate Bond ETF, an estimated $34.7M trimmed.
- Mercer Global Advisors's largest Q4 2021 buy was Altair Engineering Inc: 74,194 shares worth $5.74M.
- Mercer Global Advisors added most to Vanguard Short-Term Bond ETF in Q4 2021, an estimated $166M increase.
- Mercer Global Advisors's biggest Q4 2021 reduction was Schwab US Aggregate Bond ETF, cutting an estimated $34.7M.
- Mercer Global Advisors fully exited State Street SPDR S&P Insurance ETF in Q4 2021, selling an estimated $5.08M.
- Mercer Global Advisors's ten largest holdings make up 29% of its $16.2B portfolio in Q4 2021.
- Mercer Global Advisors opened 137 new positions and closed 93 in Q4 2021.
- Mercer Global Advisors's portfolio value rose 13% quarter-over-quarter to $16.2B.
Based on Mercer Global Advisors's 13F filing for Q4 2021, filed 4 Feb 2022.