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
1976
– –
-3,374
1977
– –
-21,940
1978
– –
-4,945
1979
– –
-6,390
1980
– –
-4,032
1981
– –
-1,298
1982
– –
-14,854
1983
– –
-11,410
1984
– –
-4,352
1985
– –
-10,578
1986
– –
-10,798
1987
– –
-6,220
1988
– –
-5,737
1989
– –
-20,353
1990
– –
-12,710
1991
– –
-5,085
1992
– –
-27,301
1993
– –
-17,763
1994
– –
-42,062
1995
– –
-3,234
1996
– –
-7,379
1997
– –
-10,394
1998
– –
-936
1999
– –
-18,500
2000
– –
-6,672
78 79
80
81 82