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MERCER GLOBAL ADVISORS INC

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DENVER CO Investment Advisor
13F Summary
Mercer Global Advisors is based out of Denver. Mercer Global Advisors is a large advisory firm with 25171 clients and discretionary assets under management (AUM) of $34,899,267,476 (Form ADV from 2024-02-04). Their last reported 13F filing for Q4 2023 included $33,245,104,000 in managed 13F securities and a top 10 holdings concentration of 31.34%. Mercer Global Advisors's largest holding is VANGUARD SHORT-TERM BOND INDEX FUND-ETF Shares with shares held of 20,726,743. Whalewisdom has at least 23 13F filings

2023-12-31

Top Buys (13F)

Name % Change
LLY Lilly (Eli) & Co. 1.02%
SPY SPDR S&P 500 ETF TRU 1.02%
SOXX iShares Semiconducto 0.81%
MSFT Microsoft Corp. 0.57%
COST Costco Co. 0.56%

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $33.2b, Prior: $26.3b
New Purchases 184 stocks
Added To 940 stocks
Sold out of 129 stocks
Reduced holdings in 825 stocks
Top 10 Holdings % 31.34%
Turnover %[1] 15.6%
Turnover Alt %[2] 1.68%
Time Held Top 20 6.9 quarters
Time Held Top 10 8.3 quarters
Time Held All 11.46 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance