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
176
$17.1M 0.09%
346,172
+9,675
177
$17.1M 0.09%
98,274
+60,986
178
$16.8M 0.08%
300,048
+8,384
179
$16.8M 0.08%
360,316
+102,345
180
$16.8M 0.08%
95,483
+136
181
$16.7M 0.08%
693,741
+5,385
182
$16.6M 0.08%
321,053
+134,410
183
$16.2M 0.08%
769,342
+365,058
184
$16.1M 0.08%
644,031
+124,753
185
$16.1M 0.08%
518,745
-16,035
186
$16M 0.08%
456,547
+3,768
187
$15.9M 0.08%
28,960
-5,755
188
$15.9M 0.08%
191,214
+30,097
189
$15.9M 0.08%
166,878
+3,824
190
$15.8M 0.08%
334,364
+293,280
191
$15.7M 0.08%
111,303
+73,783
192
$15.6M 0.08%
158,866
+176
193
$15.6M 0.08%
154,252
+28,878
194
$15.5M 0.08%
410,153
+260,233
195
$15.4M 0.08%
176,966
+15,236
196
$15M 0.08%
161,535
-15,978
197
$15M 0.08%
151,809
+61,758
198
$15M 0.07%
179,021
+5,301
199
$14.9M 0.07%
57,822
+6,302
200
$14.7M 0.07%
168,226
+26,614
6 7
8
9 10