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
1876
$38K ﹤0.01%
16,726
1877
$37K ﹤0.01%
12,419
-3,300
1878
$37K ﹤0.01%
+15,523
1879
$36K ﹤0.01%
15,457
-2,001
1880
$36K ﹤0.01%
5,419
+94
1881
$34K ﹤0.01%
21,519
-12,485
1882
$34K ﹤0.01%
14,748
-3,793
1883
$32K ﹤0.01%
+24,030
1884
$32K ﹤0.01%
17,726
-323
1885
$31K ﹤0.01%
457
+145
1886
$31K ﹤0.01%
+679
1887
$30K ﹤0.01%
+2,612
1888
$30K ﹤0.01%
+43,626
1889
$30K ﹤0.01%
+197,108
1890
$28K ﹤0.01%
+618
1891
$27K ﹤0.01%
14,000
1892
$27K ﹤0.01%
+195
1893
$26K ﹤0.01%
10,375
-118
1894
$25K ﹤0.01%
1,691
-810
1895
$25K ﹤0.01%
63,073
1896
$24K ﹤0.01%
31,000
+1,000
1897
$24K ﹤0.01%
+10,500
1898
$21K ﹤0.01%
+10,225
1899
$21K ﹤0.01%
17,000
-2,100
1900
$20K ﹤0.01%
+16,139
74 75
76
77 78