Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $59.9B
1-Year Est. Return 13.92%
This Quarter Est. Return
1 Year Est. Return
+13.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.8B
AUM Growth
+$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,952
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$90M
3
+$73.7M
4
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$45.7M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$45.4M

Top Sells

1
+$1.13B
2
+$976M
3
+$22.8M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$17.3M
5
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$16.2M

Sector Composition

1 Technology 7.35%
2 Financials 4.39%
3 Healthcare 3.78%
4 Consumer Discretionary 3.1%
5 Energy 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$10.2M 0.06%
202,409
+74,514
227
$9.89M 0.06%
464,952
+144,403
228
$9.75M 0.06%
91,114
+2,465
229
$9.75M 0.06%
120,737
+14,027
230
$9.74M 0.06%
32,182
+1,769
231
$9.7M 0.06%
194,620
-3,830
232
$9.53M 0.06%
233,074
+181,225
233
$9.39M 0.06%
48,141
-8,525
234
$9.39M 0.06%
139,457
+6,845
235
$9.32M 0.06%
43,939
+7,023
236
$9.29M 0.06%
186,766
-5,165
237
$9.29M 0.06%
115,044
+5,094
238
$9.26M 0.05%
152,281
+72,468
239
$9.23M 0.05%
185,454
+147
240
$9.19M 0.05%
33,375
+5,393
241
$9.16M 0.05%
255,340
+180,651
242
$9.15M 0.05%
59,738
+4,005
243
$9.12M 0.05%
67,590
+2,597
244
$9.1M 0.05%
218,277
+12,862
245
$9.02M 0.05%
88,740
+58,583
246
$8.97M 0.05%
374,524
+130,552
247
$8.94M 0.05%
323,168
+19,661
248
$8.9M 0.05%
90,051
-3,423
249
$8.86M 0.05%
97,179
-16,616
250
$8.78M 0.05%
349,180
+54,215
8 9
10
11 12