Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.33%
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
+$513M
2
+$395M
3
+$345M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$246M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$228M

Top Sells

1
+$480M
2
+$248M
3
+$243M
4
PCAR icon
PACCAR
PCAR
+$154M
5
SMLF icon
iShares US Small Cap Equity Factor ETF
SMLF
+$151M

Sector Composition

1 Technology 8.85%
2 Financials 3.52%
3 Healthcare 3.29%
4 Consumer Discretionary 2.88%
5 Industrials 2.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-18,028
2027
– –
-16,070
2028
– –
-5,484
2029
– –
-6,479
2030
– –
-3,571
2031
– –
-2,309
2032
– –
-5,370
2033
– –
-2,523
2034
– –
-10,698
2035
– –
-1,653
2036
– –
-13,935
2037
– –
-3,264
2038
– –
-3,027
2039
– –
-1,716
2040
– –
-3,056
2041
– –
-281
2042
– –
-11,101
2043
– –
-8,237
2044
– –
-52,594
2045
– –
-1,874
2046
– –
-17,453
2047
– –
-17,819
2048
– –
-63,575
2049
– –
-24,121
2050
– –
-64,017
80 81
82
83 84