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
1926
– –
-6,300
1927
– –
0
1928
– –
-8,095
1929
– –
-4,823
1930
– –
-2,633
1931
– –
-8,419
1932
– –
-75,622
1933
– –
-5,325
1934
– –
-404
1935
$0 ﹤0.01%
17,700
1936
– –
-10,491
1937
$0 ﹤0.01%
20,000
1938
– –
-770
1939
– –
-22,662
1940
– –
-12,585
1941
– –
-10,250
1942
– –
-15,400
1943
– –
-46,200
1944
– –
-12,587
1945
– –
-23,698
1946
– –
-12,049
1947
– –
-2,485
1948
– –
-14,415
1949
– –
-90,043
1950
– –
-10,380
76 77
78
79 80