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
2001
– –
-936
2002
– –
-18,500
2003
– –
-6,672
2004
– –
-10,122
2005
$0 ﹤0.01%
11,800
2006
– –
-565
2007
– –
-11,994
2008
– –
-4,668
2009
– –
-7,615
2010
– –
-21,259
2011
– –
-15,497
2012
– –
-9,791
2013
– –
-1,962
2014
– –
-12,610
2015
– –
-36,554
2016
– –
-24,987
2017
– –
-458
2018
– –
-59,872
2019
– –
-12,696
2020
– –
-12,553
2021
– –
-8,611
2022
– –
-4,719
2023
– –
-7,657
2024
– –
-196,193
2025
– –
-128,968
78 79 80
81
82