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
– –
-9,517
2027
– –
-1,845
2028
– –
-9,409
2029
– –
-10,462
2030
– –
-4,692
2031
– –
-4,419
2032
– –
-14,222
2033
– –
-5,104
2034
– –
-13,484
2035
– –
-6,111
2036
– –
-38,710
2037
– –
-19,720
2038
– –
-4,266
2039
– –
-2,279
2040
– –
-1,976
2041
– –
-16,769
2042
– –
-4,615
2043
– –
-12,836
2044
– –
-6,727
2045
– –
-15,537
2046
– –
-949
2047
– –
-3,620
2048
– –
-12,578
2049
– –
-26,429
2050
– –
-11,694
80 81
82
83 84