StockDriftsStockDriftsTop 9 Mercer Investments Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FMX | FOMENTO ECONOMICO MEX SP | 31.59% | 151.7K | $19.8M | -6.63%(-10.77K) | — | 2024-03-31 | |
| VIG | Vanguard Dividend Appreciation ETF | 24.31% | 83.9K | $15.2M | -9.66%(-8.97K) | — | 2024-03-31 | |
| VOO | Vanguard S&P 500 ETF | 15.99% | 20.8K | $10.0M | -48.40%(-19.52K) | — | 2024-03-31 | |
| FNV | FRANCO NEVADA CORP | 13.71% | 72.0K | $8.6M | -6.37%(-4.90K) | — | 2024-03-31 | |
| MELI | MERCADOLIBRE INC | 6.47% | 2.7K | $4.0M | -13.93%(-433) | — | 2024-03-31 | |
| CCU | CIA CERVECERIAS UNI SPON | 4.37% | 227.9K | $2.7M | -6.15%(-14.93K) | — | 2024-03-31 | |
| ISRA | VanEck Israel ETF | 1.77% | 29.5K | $1.1M | -50.00%(-29.48K) | — | 2024-03-31 | |
| ESGD | iShares ESG Aware MSCI EAFE ETF | 1.59% | 12.5K | $996K | -57.70%(-17.00K) | — | 2024-03-31 | |
| STIP | iShares 0-5 Year TIPS Bond ETF | 0.2% | 1.2K | $124K | -50.00%(-1.24K) | — | 2024-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Mercer Investments Llc reports $62.55M in US-listed equity holdings across 9 positions in its most recent 13F filing. Its largest disclosed positions are FMX (31.6%), VIG (24.3%) and VOO (16.0%). Figures reflect the Q1 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mercer Investments Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1409728). View Mercer Investments Llc’s 13F filings on SEC