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
2001
– –
-2,500
2002
– –
-9,517
2003
– –
-1,845
2004
– –
-9,409
2005
– –
-10,462
2006
– –
-4,692
2007
– –
-4,419
2008
– –
-37,698
2009
– –
-4,076
2010
– –
-14,222
2011
– –
-5,104
2012
– –
-13,484
2013
– –
-6,111
2014
– –
-38,710
2015
– –
-19,720
2016
– –
-4,266
2017
– –
-2,279
2018
– –
-1,976
2019
– –
-16,769
2020
– –
-4,615
2021
– –
-12,836
2022
– –
-6,727
2023
– –
-15,537
2024
– –
-13,935
2025
– –
-3,264
79 80
81
82 83