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
2026
$129K ﹤0.01%
+28,519
2027
$129K ﹤0.01%
26,080
+2,678
2028
$127K ﹤0.01%
120,946
+400
2029
$127K ﹤0.01%
10,000
-600
2030
$126K ﹤0.01%
16,043
-13
2031
$125K ﹤0.01%
25,730
+9,926
2032
$125K ﹤0.01%
18,140
+8,140
2033
$125K ﹤0.01%
20,091
-19
2034
$123K ﹤0.01%
78,489
-72
2035
$122K ﹤0.01%
15,677
2036
$121K ﹤0.01%
18,748
2037
$120K ﹤0.01%
18,560
-561
2038
$119K ﹤0.01%
19,689
+334
2039
$119K ﹤0.01%
93,565
+81,800
2040
$117K ﹤0.01%
+12,400
2041
$117K ﹤0.01%
17,629
+4,083
2042
$117K ﹤0.01%
41,149
+23,580
2043
$117K ﹤0.01%
15,000
2044
$116K ﹤0.01%
14,619
+2,163
2045
$115K ﹤0.01%
19,872
-2,926
2046
$115K ﹤0.01%
19,580
+3,580
2047
$112K ﹤0.01%
20,326
+2,474
2048
$111K ﹤0.01%
16,344
2049
$110K ﹤0.01%
22,736
-1,250
2050
$104K ﹤0.01%
+10,992
80 81
82
83 84