Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.33%
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
+$513M
2
+$395M
3
+$345M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$246M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$228M

Top Sells

1
+$480M
2
+$248M
3
+$243M
4
PCAR icon
PACCAR
PCAR
+$154M
5
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$151M

Sector Composition

1 Technology 8.85%
2 Financials 3.52%
3 Healthcare 3.29%
4 Consumer Discretionary 2.88%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-1,692
1952
– –
-4,869
1953
– –
-6,523
1954
– –
-23,169
1955
– –
-2,236
1956
– –
-3,196
1957
– –
-7,800
1958
– –
-12,935
1959
– –
-34,523
1960
– –
-1,826
1961
– –
-4,697
1962
– –
-11,357
1963
– –
-7,466
1964
– –
-7,074
1965
– –
-5,195
1966
– –
-14,020
1967
– –
-14,674
1968
– –
-10,550
1969
– –
-10,359
1970
– –
-15,920
1971
– –
-4,059
1972
– –
-12,153
1973
– –
-4,960
1974
– –
-6,020
1975
– –
-16,620
77 78
79
80 81