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
1851
$63K ﹤0.01%
9,359
1852
$60K ﹤0.01%
15,257
-4,359
1853
$58K ﹤0.01%
15,000
1854
$58K ﹤0.01%
2,889
+150
1855
$57K ﹤0.01%
10,676
-3,089
1856
$57K ﹤0.01%
18,297
+144
1857
$57K ﹤0.01%
11,136
+12
1858
$56K ﹤0.01%
13,050
-1,441
1859
$54K ﹤0.01%
18,025
1860
$54K ﹤0.01%
11,950
-904
1861
$50K ﹤0.01%
29,500
1862
$50K ﹤0.01%
+12,480
1863
$47K ﹤0.01%
28,196
+3,986
1864
$46K ﹤0.01%
+1,133
1865
$45K ﹤0.01%
+21,870
1866
$45K ﹤0.01%
770
1867
$44K ﹤0.01%
+2,145
1868
$43K ﹤0.01%
18,447
1869
$43K ﹤0.01%
14,108
+69
1870
$42K ﹤0.01%
815
+53
1871
$41K ﹤0.01%
18,205
+3,407
1872
$40K ﹤0.01%
2,014
1873
$40K ﹤0.01%
+3,866
1874
$39K ﹤0.01%
20,952
-788
1875
$39K ﹤0.01%
12,707
-2,350
73 74
75
76 77