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
$43.6B
AUM Growth
+$2.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,284
New
Increased
Reduced
Closed

Top Buys

1
+$272M
2
+$240M
3
+$215M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$178M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$155M

Top Sells

1
+$35.5M
2
+$18.6M
3
+$18.1M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$15.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$14.5M

Sector Composition

1 Technology 8.28%
2 Financials 3.8%
3 Healthcare 2.66%
4 Consumer Discretionary 2.43%
5 Communication Services 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$168K ﹤0.01%
+11,278
2002
$167K ﹤0.01%
+18,793
2003
$166K ﹤0.01%
15,858
+173
2004
$164K ﹤0.01%
+36,798
2005
$162K ﹤0.01%
10,949
-9,750
2006
$159K ﹤0.01%
15,740
-11,513
2007
$159K ﹤0.01%
14,486
-1,163
2008
$158K ﹤0.01%
15,797
+321
2009
$158K ﹤0.01%
10,278
-88,500
2010
$157K ﹤0.01%
10,489
2011
$157K ﹤0.01%
17,525
-75
2012
$156K ﹤0.01%
23,048
-85
2013
$151K ﹤0.01%
16,041
-22
2014
$148K ﹤0.01%
14,985
+551
2015
$147K ﹤0.01%
12,504
-7,505
2016
$147K ﹤0.01%
11,236
-2,999
2017
$143K ﹤0.01%
+21,761
2018
$142K ﹤0.01%
+11,429
2019
$141K ﹤0.01%
11,502
+769
2020
$136K ﹤0.01%
77,261
+17,226
2021
$135K ﹤0.01%
29,877
-487
2022
$133K ﹤0.01%
+10,571
2023
$132K ﹤0.01%
+12,322
2024
$130K ﹤0.01%
31,672
+10,214
2025
$129K ﹤0.01%
+11,256
79 80
81
82 83