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
1901
$20K ﹤0.01%
+376
1902
$19K ﹤0.01%
+17,240
1903
$19K ﹤0.01%
+13,731
1904
$16K ﹤0.01%
18,809
+2,000
1905
$15K ﹤0.01%
1,235
1906
$11K ﹤0.01%
2,095
+37
1907
– –
0
1908
$9K ﹤0.01%
+570
1909
$9K ﹤0.01%
10,550
1910
$9K ﹤0.01%
24,789
1911
$8K ﹤0.01%
1,715
1912
$6K ﹤0.01%
10,340
-252
1913
– –
0
1914
$5K ﹤0.01%
17,700
1915
$4K ﹤0.01%
1,058
1916
$4K ﹤0.01%
26
1917
$4K ﹤0.01%
17
1918
$3K ﹤0.01%
+20,000
1919
$2K ﹤0.01%
47,500
1920
$1K ﹤0.01%
35,718
1921
$1K ﹤0.01%
+15,400
1922
– –
-3,444
1923
– –
-14,768
1924
– –
-4,683
1925
– –
-25,948
75 76
77
78 79