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
1976
– –
-287,715
1977
– –
-26,299
1978
– –
-5,334
1979
– –
-16,929
1980
– –
-3,523
1981
– –
-34,898
1982
– –
-5,899
1983
– –
-3,812
1984
– –
-9,470
1985
– –
-14,972
1986
– –
-8,581
1987
– –
-10,751
1988
– –
-2,184
1989
– –
-14,184
1990
– –
-8,027
1991
– –
-2,614
1992
– –
-8,334
1993
– –
-649
1994
– –
-5,615
1995
– –
-2,500
1996
– –
-9,517
1997
– –
-1,845
1998
– –
-9,409
1999
– –
-10,462
2000
– –
-4,692
78 79
80
81 82