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
276
$7.82M 0.05%
108,321
+102,143
277
$7.81M 0.05%
37,270
+4,349
278
$7.81M 0.05%
304,917
+36,516
279
$7.76M 0.05%
59,573
-2,028
280
$7.64M 0.05%
209,053
-114
281
$7.61M 0.05%
180,206
-61,839
282
$7.58M 0.05%
48,181
+4,572
283
$7.58M 0.05%
84,169
+4,674
284
$7.55M 0.04%
166,260
+3,438
285
$7.46M 0.04%
19,248
+7,868
286
$7.44M 0.04%
230,786
+33,646
287
$7.43M 0.04%
42,211
+95
288
$7.38M 0.04%
146,670
-3,168
289
$7.36M 0.04%
96,803
+2,239
290
$7.35M 0.04%
273,050
-77,780
291
$7.32M 0.04%
18
+2
292
$7.31M 0.04%
181,208
+15,951
293
$7.16M 0.04%
289,457
-28,340
294
$7.11M 0.04%
44,382
+5,801
295
$7.09M 0.04%
189,260
+19,790
296
$7.08M 0.04%
114,060
+20,923
297
$7.05M 0.04%
116,882
-268,910
298
$7.05M 0.04%
17,572
+1,537
299
$7.03M 0.04%
57,264
+1,521
300
$7.01M 0.04%
21,002
+2,445
10 11
12
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