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Spencer Ferguson

@Mercer Global Advisors Inc Adv

Latest period2024 - Q3ReportedManaged Assets$42.731BTotal holdings1952
Assets growth rate16.5%Assets growth rate (2-Q avg)10.38%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Mercer Global Advisors Inc Adv's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1952 positions.

Assets under management

The assets under management (AUM) of Mercer Global Advisors Inc Adv over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 42.731B in assets, with a quarterly growth rate of 16.5% and a 2-quarter average growth rate of 10.38%. The portfolio is managed by Spencer Ferguson, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BSVVanguard Bd Index Fds
Recent Activity
Increased 14.54%
5.36%
$2.29B
29.14M shares@ $78.58 avg price
AGGIshares Tr
Recent Activity
Increased 16.47%
5.34%
$2.281B
22.529M shares@ $101.23 avg price
VOOVanguard Index Fds
Recent Activity
Increased 4.9%
5.1%
$2.176B
4.162M shares@ $522.87 avg price
DFACDimensional Etf Trust
Recent Activity
Increased 5.1%
3.99%
$1.704B
50.097M shares@ $34.02 avg price
MTUMIshares Tr
Recent Activity
Increased 4.84%
3.74%
$1.596B
7.917M shares@ $201.65 avg price
DFUVDimensional Etf Trust
Recent Activity
Increased 21.82%
3.43%
$1.465B
35.286M shares@ $41.51 avg price
DUHPDimensional Etf Trust
Recent Activity
Increased 23.51%
3%
$1.281B
37.825M shares@ $33.87 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 11.54%
2.66%
$1.133B
21.601M shares@ $52.45 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 17.96%
2.55%
$1.089B
21.595M shares@ $50.43 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 3.85%
2.16%
$920.303M
2.185M shares@ $421.11 avg price