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
2051
– –
-75,622
2052
– –
-5,325
2053
– –
-15,054
2054
– –
-404
2055
$0 ﹤0.01%
17,700
2056
– –
-10,491
2057
$0 ﹤0.01%
20,000
2058
– –
-770
2059
– –
-22,662
2060
– –
-12,585
2061
– –
-10,250
2062
– –
-15,400
2063
– –
-46,200
2064
– –
-12,587
2065
– –
-14,415
2066
– –
-22,657
2067
– –
-90,043
2068
– –
-41,264
2069
– –
-28,390
2070
– –
-10,751
2071
– –
-2,184
2072
– –
-14,184
2073
– –
-7,466
2074
– –
-17,453
2075
– –
-2,081
80 81 82
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