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
$41B
AUM Growth
-$1.74B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,335
New
Increased
Reduced
Closed

Top Buys

1
+$1.24B
2
+$624M
3
+$472M
4
AMZN icon
Amazon
AMZN
+$338M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$234M

Top Sells

1
+$1.88B
2
+$736M
3
+$692M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$616M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$487M

Sector Composition

1 Technology 9.67%
2 Financials 3.76%
3 Consumer Discretionary 2.84%
4 Healthcare 2.47%
5 Communication Services 2.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$158K ﹤0.01%
27,253
-3,738
2002
$158K ﹤0.01%
+18,768
2003
$156K ﹤0.01%
29,000
+10
2004
$154K ﹤0.01%
+29,131
2005
$153K ﹤0.01%
16,056
+22
2006
$148K ﹤0.01%
12,839
-557,505
2007
$145K ﹤0.01%
+10,692
2008
$135K ﹤0.01%
11,092
-6,380
2009
$134K ﹤0.01%
19,588
-151,443
2010
$133K ﹤0.01%
20,079
-57,393
2011
$131K ﹤0.01%
+20,110
2012
$131K ﹤0.01%
10,733
-5,571
2013
$130K ﹤0.01%
+16,344
2014
$128K ﹤0.01%
18,748
2015
$127K ﹤0.01%
19,355
2016
$127K ﹤0.01%
+14,434
2017
$127K ﹤0.01%
+10,659
2018
$127K ﹤0.01%
+12,745
2019
$121K ﹤0.01%
15,677
2020
$118K ﹤0.01%
+24,879
2021
$116K ﹤0.01%
+11,836
2022
$116K ﹤0.01%
+19,121
2023
$115K ﹤0.01%
23,986
-9,826
2024
$115K ﹤0.01%
13,546
-538
2025
$113K ﹤0.01%
12,456
+1,089
79 80
81
82 83