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
1926
– –
-19,346
1927
– –
-8,025
1928
– –
-5,580
1929
– –
-14,525
1930
– –
-2,690
1931
– –
-2,118
1932
– –
-5,156
1933
– –
-771
1934
– –
-25,002
1935
– –
-9,468
1936
– –
-2,259
1937
– –
-12,476
1938
– –
-20,214
1939
– –
-1,562
1940
– –
-7,747
1941
– –
-13,771
1942
– –
-26,924
1943
– –
-18,332
1944
– –
-16,419
1945
– –
-9,822
1946
– –
-7,880
1947
– –
-16,655
1948
– –
-4,128
1949
– –
-45,000
1950
– –
-11,799
76 77
78
79 80