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
2126
$18.3K ﹤0.01%
+11,781
2127
$18.1K ﹤0.01%
47,500
2128
$15.8K ﹤0.01%
14,000
-1,050
2129
$15.6K ﹤0.01%
+10,220
2130
$14.9K ﹤0.01%
12,500
2131
$12.5K ﹤0.01%
21,826
-22,946
2132
$11.7K ﹤0.01%
32,000
-100
2133
$11.2K ﹤0.01%
+1,000
2134
$10.8K ﹤0.01%
13,425
-1,000
2135
$8.29K ﹤0.01%
+963
2136
$7.92K ﹤0.01%
+776
2137
$6.75K ﹤0.01%
16,051
2138
$6.54K ﹤0.01%
10,000
2139
$6.28K ﹤0.01%
+10,077
2140
$5.67K ﹤0.01%
1,158
-149
2141
$5.56K ﹤0.01%
+10,677
2142
$3.77K ﹤0.01%
10,129
-10,361
2143
$2.3K ﹤0.01%
+333
2144
$2.17K ﹤0.01%
+216
2145
– –
-12,434
2146
– –
-3,020
2147
– –
-6,626
2148
– –
-14,403
2149
– –
-15,000
2150
– –
-2,692
84 85
86
87 88