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
301
$6.97M 0.04%
59,827
+967
302
$6.95M 0.04%
46,578
+3,674
303
$6.94M 0.04%
404,284
+96,999
304
$6.89M 0.04%
42,099
-1,632
305
$6.86M 0.04%
223,733
-2,535
306
$6.76M 0.04%
145,399
-3,371
307
$6.72M 0.04%
293,545
+283,210
308
$6.72M 0.04%
69,787
+55,380
309
$6.71M 0.04%
154,043
+54,589
310
$6.7M 0.04%
251,297
+4,124
311
$6.69M 0.04%
57,580
+2,324
312
$6.68M 0.04%
46,423
-3,652
313
$6.61M 0.04%
109,852
-2,547
314
$6.58M 0.04%
136,209
+7,114
315
$6.57M 0.04%
+307,791
316
$6.56M 0.04%
174,838
+33,834
317
$6.47M 0.04%
69,725
+3,457
318
$6.46M 0.04%
72,904
+5,066
319
$6.39M 0.04%
114,561
+10,003
320
$6.38M 0.04%
69,201
+13,246
321
$6.34M 0.04%
57,456
-13,739
322
$6.28M 0.04%
116,680
+11,290
323
$6.25M 0.04%
52,882
+20,278
324
$6.22M 0.04%
90,278
+16,548
325
$6.19M 0.04%
99,879
-1,973
11 12
13
14 15