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
2026
– –
-1,584
2027
– –
-154,047
2028
– –
-10,209
2029
– –
-5,575
2030
– –
-5,169
2031
– –
-1,692
2032
– –
-3,027
2033
– –
-1,716
2034
– –
-3,056
2035
– –
-281
2036
– –
-11,101
2037
– –
-8,237
2038
– –
-52,594
2039
– –
-1,874
2040
– –
-17,819
2041
– –
-63,575
2042
– –
-24,121
2043
– –
-64,017
2044
– –
-132,887
2045
– –
-14,575
2046
– –
-20,512
2047
– –
-1,383
2048
– –
-31,237
2049
– –
-13,063
2050
– –
-8,419
80 81
82
83 84