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 6.94%
2 Financials 4.39%
3 Healthcare 3.91%
4 Consumer Discretionary 2.85%
5 Industrials 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-2,690
1977
– –
-2,118
1978
– –
-5,156
1979
– –
-26
1980
– –
-25,002
1981
– –
-9,468
1982
– –
-2,259
1983
– –
-12,476
1984
– –
-20,214
1985
– –
-1,562
1986
– –
-7,747
1987
– –
-13,771
1988
– –
-26,924
1989
– –
-18,332
1990
– –
-16,419
1991
– –
-9,822
1992
– –
-7,880
1993
– –
-16,655
1994
– –
-4,128
1995
– –
-27,301
1996
– –
-17,763
1997
– –
-42,062
1998
– –
-3,234
1999
– –
-7,379
2000
– –
-10,394
78 79
80
81 82