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)
Name | % Change |
---|---|
QUAL iShares MSCI USA Qua | 0.25% |
VLUE iShares MSCI USA Val | 0.2% |
VCSH VANGUARD SHORT-TERM | 0.2% |
SCHX Schwab U.S. Large-Ca | 0.19% |
IVLU iShares MSCI Intl Va | 0.17% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
BSV VANGUARD SHORT-TERM | 4.8% |
AGG iShares Core U.S. Ag | 4.5% |
VOO VANGUARD 500 INDEX F | 4.26% |
DFAC Dimensional U.S. Cor | 3.59% |
MTUM iShares MSCI USA Mom | 3.18% |
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