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
$25.2B
AUM Growth
+$3.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,112
New
Increased
Reduced
Closed

Top Buys

1
+$508M
2
+$417M
3
+$364M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$244M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$229M

Top Sells

1
+$508M
2
+$248M
3
+$243M
4
PCAR icon
PACCAR
PCAR
+$174M
5
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$159M

Sector Composition

1 Technology 8.87%
2 Financials 3.5%
3 Healthcare 3.29%
4 Consumer Discretionary 2.88%
5 Industrials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1901
$5K ﹤0.01%
+24
1902
$4K ﹤0.01%
570
1903
$3K ﹤0.01%
47,500
1904
$1K ﹤0.01%
35,718
1905
– –
-10,193
1906
– –
-3,812
1907
– –
-9,470
1908
– –
-14,972
1909
– –
-8,581
1910
– –
-12,872
1911
– –
-6,608
1912
– –
-2,843
1913
– –
-8,027
1914
– –
-2,614
1915
– –
-8,334
1916
– –
-649
1917
– –
-5,615
1918
– –
-949
1919
– –
-3,620
1920
– –
-12,578
1921
– –
-26,429
1922
– –
-11,694
1923
– –
-3,117
1924
– –
-5,061
1925
– –
-18,028
75 76
77
78 79