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
1801
$113K ﹤0.01%
13,478
-622
1802
$112K ﹤0.01%
10,766
-6
1803
$110K ﹤0.01%
20,039
-9,651
1804
$109K ﹤0.01%
57,557
-17,033
1805
$109K ﹤0.01%
14,250
1806
$108K ﹤0.01%
10,511
1807
$108K ﹤0.01%
10,255
-1,344
1808
$106K ﹤0.01%
10,161
-388
1809
$106K ﹤0.01%
11,000
1810
$103K ﹤0.01%
10,363
-1,617
1811
$103K ﹤0.01%
17,948
+3,811
1812
$103K ﹤0.01%
+15,537
1813
$103K ﹤0.01%
+26,429
1814
$103K ﹤0.01%
10,974
-698
1815
$103K ﹤0.01%
10,638
+100
1816
$101K ﹤0.01%
13,593
-2,710
1817
$99K ﹤0.01%
12,399
+653
1818
$99K ﹤0.01%
+34,523
1819
$98K ﹤0.01%
+1,428
1820
$98K ﹤0.01%
19,819
-6,678
1821
$98K ﹤0.01%
+16,341
1822
$98K ﹤0.01%
11,301
-1,382
1823
$98K ﹤0.01%
1,857
+294
1824
$97K ﹤0.01%
15,234
-8,053
1825
$96K ﹤0.01%
+18,748
71 72
73
74 75