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
251
$8.74M 0.05%
95,446
-1,406
252
$8.74M 0.05%
107,450
-3,181
253
$8.72M 0.05%
130,191
-11,472
254
$8.65M 0.05%
51,785
-48
255
$8.62M 0.05%
38,115
+1,527
256
$8.6M 0.05%
767,794
+220,588
257
$8.57M 0.05%
92,136
-6,553
258
$8.56M 0.05%
92,694
+13,613
259
$8.54M 0.05%
186,643
+14,269
260
$8.54M 0.05%
378,193
+169,272
261
$8.5M 0.05%
384,833
-14,201
262
$8.49M 0.05%
57,390
-2,562
263
$8.45M 0.05%
177,541
-4,003
264
$8.27M 0.05%
28,228
+3,255
265
$8.25M 0.05%
121,329
+15,977
266
$8.24M 0.05%
349,990
+51,470
267
$8.2M 0.05%
203,044
-13,427
268
$8.12M 0.05%
4,942
+154
269
$8.12M 0.05%
105,966
+34,996
270
$8.04M 0.05%
506,122
+119,492
271
$8.02M 0.05%
39,828
+6,939
272
$8M 0.05%
218,600
-2,420
273
$7.97M 0.05%
161,837
-7,139
274
$7.88M 0.05%
65,053
+5,607
275
$7.83M 0.05%
237,543
-61,521
9 10
11
12 13