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
201
$15.8M 0.06%
94,394
+86,479
202
$15.8M 0.06%
2,413,000
+1,914,015
203
$15.6M 0.06%
202,867
+93,024
204
$15.5M 0.06%
323,203
-139,784
205
$15.3M 0.06%
606,364
+590,964
206
$15.2M 0.06%
188,324
+19,014
207
$15.1M 0.06%
427,913
+105,014
208
$15.1M 0.06%
321,164
+31,825
209
$15M 0.06%
93,125
-12,495
210
$14.9M 0.06%
85,388
+7,202
211
$14.7M 0.06%
33,115
-3,359
212
$14.6M 0.06%
256,869
+4,976
213
$14.6M 0.06%
48,675
+12,917
214
$14.4M 0.06%
58,226
-5,091
215
$14.4M 0.06%
68,283
+3,047
216
$14.4M 0.06%
65,588
+21,847
217
$14.4M 0.06%
27,506
-1,064
218
$14.2M 0.06%
116,091
-15,455
219
$14.2M 0.06%
124,646
+12,726
220
$14.2M 0.06%
160,998
+21,818
221
$14.1M 0.06%
2,217
-217
222
$14.1M 0.06%
192,732
+2,240
223
$13.9M 0.06%
43,060
+2,934
224
$13.9M 0.06%
75,651
+3,575
225
$13.9M 0.06%
19,287
+883
7 8
9
10 11