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
$20B
AUM Growth
+$3.12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,032
New
Increased
Reduced
Closed

Top Buys

1
+$237M
2
+$119M
3
+$119M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$92.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$88.5M

Top Sells

1
+$53.2M
2
+$32M
3
+$31.2M
4
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$28.6M
5
VLUE icon
iShares MSCI USA Value Factor ETF
VLUE
+$28.3M

Sector Composition

1 Technology 6.95%
2 Financials 4.39%
3 Healthcare 3.91%
4 Consumer Discretionary 2.85%
5 Industrials 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$14.7M 0.07%
258,502
+73,048
202
$14.7M 0.07%
43,644
+10,269
203
$14.5M 0.07%
149,684
-10,427
204
$14.2M 0.07%
265,590
+18,701
205
$14.1M 0.07%
58,729
+585
206
$14.1M 0.07%
263,100
-22,545
207
$13.8M 0.07%
129,794
-16,286
208
$13.8M 0.07%
512,375
+11,692
209
$13.7M 0.07%
154,144
+14,687
210
$13.6M 0.07%
18,893
+1,218
211
$13.6M 0.07%
204,948
-7,989
212
$13.5M 0.07%
257,293
-14,527
213
$13.3M 0.07%
286,935
-84,919
214
$13.2M 0.07%
38,550
+10,322
215
$13.2M 0.07%
174,327
+4,892
216
$13.2M 0.07%
126,423
+3,773
217
$13.1M 0.07%
105,079
+7,083
218
$13.1M 0.07%
97,120
-11,188
219
$13.1M 0.07%
311,910
+93,310
220
$13.1M 0.07%
292,944
-27,003
221
$13M 0.07%
36,604
+14,994
222
$13M 0.07%
192,769
-10,764
223
$12.9M 0.06%
60,114
+8,329
224
$12.8M 0.06%
509,640
-315,842
225
$12.7M 0.06%
96,401
+5,287
7 8
9
10 11