Mercer Investment Management
Latest statistics and disclosures from Mercer Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are FMX, VIG, VOO, FNV, MELI, and represent 92.07% of Mercer Investments's stock portfolio.
- Reduced shares in these 9 stocks: VOO (-$9.4M), VIG, FMX, ESGD, ISRA, MELI, FNV, CCU, STIP.
- Mercer Investments was a net seller of stock by $-16M.
- Mercer Investments has $63M in assets under management (AUM), dropping by -17.34%.
- 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 March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Fomento Economico Mex Sp Adr (FMX) | 31.6 | $20M | -6% | 152k | 130.27 |
|
| Vanguard Dividend Appreciation ETF Etf (VIG) | 24.3 | $15M | -9% | 84k | 181.24 |
|
| Vanguard S&P 500 ETF Etf (VOO) | 16.0 | $10M | -48% | 21k | 480.71 |
|
| Franco-Nevada Corporation (FNV) | 13.7 | $8.6M | -6% | 72k | 119.16 |
|
| MercadoLibre (MELI) | 6.5 | $4.0M | -13% | 2.7k | 1511.96 |
|
| Cia Cervecerias Uni Adr (CCU) | 4.4 | $2.7M | -6% | 228k | 11.99 |
|
| VanEck Israel ETF Etf (ISRA) | 1.8 | $1.1M | -50% | 30k | 37.53 |
|
| iShares ESG Aware MSCI EAFE ETF Etf (ESGD) | 1.6 | $996k | -57% | 13k | 79.91 |
|
| iShares 0-5 Year TIPS Bond ETF Etf (STIP) | 0.2 | $124k | -50% | 1.2k | 99.43 |
|
Past Filings by Mercer Investments
SEC 13F filings are viewable for Mercer Investments going back to 2012
- Mercer Investments 2024 Q1 filed May 14, 2024
- 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