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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
2301
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-4,986
2302
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2303
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-103,987
2304
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-18,569
2305
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2307
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0
2308
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-2,987,935
2309
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2310
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2311
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2312
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2313
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2314
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2315
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0
2316
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2318
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2319
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2321
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2323
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