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 6.94%
2 Financials 4.39%
3 Healthcare 3.91%
4 Consumer Discretionary 2.85%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
– –
-21,940
1927
– –
-4,945
1928
$0 ﹤0.01%
24,451
+18
1929
– –
-45,000
1930
– –
-82,685
1931
– –
-119,504
1932
– –
-11,799
1933
– –
-1,969
1934
– –
-1,005
1935
– –
-3,333
1936
– –
-4,108
1937
– –
-8,775
1938
– –
-3,444
1939
– –
-14,768
1940
– –
-4,683
1941
– –
-12,300
1942
– –
-11,497
1943
– –
-6,014
1944
– –
-11,456
1945
– –
-65,434
1946
– –
-4,071
1947
– –
-10,860
1948
– –
-12,935
1949
– –
-13,156
1950
– –
-6,635
76 77
78
79 80