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
326
$6.17M 0.04%
146,886
-5,473
327
$6.16M 0.04%
23,459
+19,637
328
$6.13M 0.04%
97,941
+78,014
329
$6.13M 0.04%
256,388
-4,400
330
$6.1M 0.04%
+330,239
331
$6.04M 0.04%
97,849
+74,396
332
$6.03M 0.04%
144,846
333
$6.02M 0.04%
168,597
+33,616
334
$5.99M 0.04%
66,748
+4,654
335
$5.99M 0.04%
67,796
+3,646
336
$5.93M 0.04%
272,225
+72,392
337
$5.91M 0.04%
68,904
+8,341
338
$5.86M 0.03%
170,414
-30,482
339
$5.84M 0.03%
73,597
-4,895
340
$5.84M 0.03%
21,610
+240
341
$5.83M 0.03%
94,477
+12,828
342
$5.8M 0.03%
67,072
+38,352
343
$5.79M 0.03%
92,870
-5,542
344
$5.76M 0.03%
81,532
-1,067
345
$5.75M 0.03%
294,954
-3,072
346
$5.73M 0.03%
114,510
-2,635
347
$5.73M 0.03%
+139,611
348
$5.72M 0.03%
88,660
+354
349
$5.69M 0.03%
70,872
-1,648
350
$5.68M 0.03%
191,250
+17,832
12 13
14
15 16