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
1951
– –
-1,969
1952
– –
-1,005
1953
– –
-3,333
1954
– –
-458
1955
– –
-8,775
1956
– –
-4,108
1957
– –
-12,300
1958
– –
-11,497
1959
– –
-6,014
1960
– –
-11,456
1961
– –
-65,434
1962
– –
-4,071
1963
– –
-10,860
1964
– –
-12,935
1965
– –
-13,156
1966
– –
-6,635
1967
– –
-12,130
1968
– –
-13,883
1969
– –
-10,008
1970
– –
-23,647
1971
– –
-87,137
1972
– –
-14,109
1973
– –
-2,696
1974
– –
-6,554
1975
– –
-7,249
77 78
79
80 81