Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $65.6B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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 3.51%
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
– –
-8,419
2027
– –
-75,622
2028
– –
-5,325
2029
– –
-15,054
2030
– –
-404
2031
$0 ﹤0.01%
17,700
2032
– –
-10,491
2033
$0 ﹤0.01%
20,000
2034
– –
-770
2035
– –
-22,662
2036
– –
-12,585
2037
– –
-10,250
2038
– –
-15,400
2039
– –
-46,200
2040
– –
-12,587
2041
– –
-3,201
2042
– –
-1,826
2043
– –
-4,697
2044
– –
-11,357
2045
– –
-7,466
2046
– –
-7,074
2047
– –
-5,195
2048
– –
-14,020
2049
– –
-14,674
2050
– –
-10,550
80 81
82
83 84