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Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.33%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$44.5B
AUM Growth
+$953M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,379
New
Increased
Reduced
Closed

Top Buys

1
+$208M
2
+$191M
3
+$185M
4
VTES icon
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
+$123M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$99.5M

Top Sells

1
+$1.02B
2
+$681M
3
+$389M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$261M
5
META icon
Meta Platforms (Facebook)
META
+$226M

Sector Composition

1 Technology 4.56%
2 Financials 4.15%
3 Consumer Discretionary 2.85%
4 Healthcare 2.34%
5 Industrials 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2201
$10.6K ﹤0.01%
914
2202
$10.2K ﹤0.01%
+16,661
2203
$9.94K ﹤0.01%
11,193
+516
2204
$8.53K ﹤0.01%
13,425
2205
$7.79K ﹤0.01%
+10,280
2206
$7.6K ﹤0.01%
+1,007
2207
$6.44K ﹤0.01%
1,107
-51
2208
$6.07K ﹤0.01%
1,464
-719
2209
$5.89K ﹤0.01%
50
2210
$5.77K ﹤0.01%
11,194
-25,931
2211
$4.97K ﹤0.01%
16,051
2212
$3.38K ﹤0.01%
1,250
2213
– –
-60,148
2214
– –
-26,080
2215
– –
-5,328
2216
– –
-5,502
2217
– –
-5,063,620
2218
– –
-3,302
2219
– –
-199,584
2220
– –
-2,510,532
2221
– –
-4,854
2222
– –
-12,400
2223
– –
-1,404
2224
– –
-4,756
2225
– –
-10,839
87 88
89
90 91