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
$25.2B
AUM Growth
+$3.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,112
New
Increased
Reduced
Closed

Top Buys

1
+$508M
2
+$417M
3
+$364M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$244M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$229M

Top Sells

1
+$508M
2
+$248M
3
+$243M
4
PCAR icon
PACCAR
PCAR
+$174M
5
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$159M

Sector Composition

1 Technology 8.87%
2 Financials 3.5%
3 Healthcare 3.29%
4 Consumer Discretionary 2.88%
5 Industrials 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1976
– –
-12,935
1977
– –
-34,523
1978
– –
-14,150
1979
– –
-2,081
1980
– –
-35,797
1981
– –
-7,267
1982
– –
-7,301
1983
– –
-13,805
1984
– –
-10,962
1985
– –
-10,193
1986
– –
-6,811
1987
– –
-50,298
1988
– –
-34,405
1989
– –
-3,201
1990
– –
-1,826
1991
– –
-4,697
1992
– –
-11,357
1993
– –
-7,466
1994
– –
-7,074
1995
– –
-5,195
1996
– –
-14,020
1997
– –
-14,674
1998
– –
-10,550
1999
– –
-10,359
2000
– –
-15,920
78 79
80
81 82