Mercer Investment Management
Latest statistics and disclosures from Mercer Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FMX, VOO, VIG, FNV, MELI, and represent 89.98% of Mercer Investments's stock portfolio.
- Added to shares of these 5 stocks: VOO (+$8.1M), ESGD, ISRA, FNV, STIP.
- Reduced shares in these 5 stocks: FMX, MELI, , CCU, IVV.
- Sold out of its positions in IVV, VTWV.
- Mercer Investments was a net buyer of stock by $7.3M.
- Mercer Investments has $76M in assets under management (AUM), dropping by 21.07%.
- Central Index Key (CIK): 0001409728
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Portfolio Holdings for Mercer Investments
Mercer Investments holds 9 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fomento Economico Mex Sp Adr (FMX) | 28.0 | $21M | -6% | 162k | 130.35 |
|
| Vanguard S&P 500 ETF Etf (VOO) | 23.3 | $18M | +84% | 40k | 437.97 |
|
| Vanguard Dividend Appreciation ETF Etf (VIG) | 20.9 | $16M | 93k | 170.59 |
|
|
| Franco-Nevada Corporation (FNV) | 11.3 | $8.5M | +10% | 77k | 110.81 |
|
| MercadoLibre (MELI) | 6.5 | $4.9M | -22% | 3.1k | 1571.54 |
|
| Cia Cervecerias Uni Adr (CCU) | 4.0 | $3.0M | 243k | 12.54 |
|
|
| iShares ESG Aware MSCI EAFE ETF Etf (ESGD) | 2.9 | $2.2M | +102% | 30k | 75.51 |
|
| VanEck Israel ETF Etf (ISRA) | 2.7 | $2.1M | +93% | 59k | 35.12 |
|
| iShares 0-5 Year TIPS Bond ETF Etf (STIP) | 0.3 | $245k | +101% | 2.5k | 98.57 |
|
Past Filings by Mercer Investments
SEC 13F filings are viewable for Mercer Investments going back to 2012
- Mercer Investments 2023 Q4 filed Feb. 12, 2024
- Mercer Investments 2023 Q3 filed Nov. 9, 2023
- Mercer Investments 2023 Q2 filed Aug. 11, 2023
- Mercer Investments 2023 Q1 filed May 11, 2023
- Mercer Investments 2022 Q4 filed Feb. 10, 2023
- Mercer Investments 2022 Q3 filed Nov. 3, 2022
- Mercer Investments 2022 Q2 filed July 26, 2022
- Mercer Investments 2022 Q1 filed May 16, 2022
- Mercer Investments 2021 Q4 filed Feb. 11, 2022
- Mercer Investments 2021 Q3 filed Nov. 10, 2021
- Mercer Investments 2021 Q2 filed Aug. 16, 2021
- Mercer Investments 2021 Q1 filed May 14, 2021
- Mercer Investments 2020 Q4 filed Feb. 16, 2021
- Mercer Investments 2020 Q3 filed Nov. 13, 2020
- Mercer Investments 2020 Q2 filed Aug. 13, 2020
- Mercer Investments 2020 Q1 filed May 14, 2020