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
1951
– –
-216,091
1952
– –
-28,377
1953
– –
-5,973
1954
– –
-13,508
1955
– –
-13,466
1956
– –
-1,653
1957
– –
-13,935
1958
– –
-3,264
1959
– –
-1,584
1960
$0 ﹤0.01%
11,800
1961
– –
-20,512
1962
– –
-15,054
1963
– –
-37,698
1964
– –
-4,076
1965
– –
-22,657
1966
– –
-28,390
1967
– –
-10,751
1968
– –
-2,184
1969
– –
-14,184
1970
– –
-4,869
1971
– –
-6,523
1972
– –
-23,169
1973
– –
-2,236
1974
– –
-3,196
1975
– –
-7,800
77 78
79
80 81