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
351
$5.67M 0.03%
119,373
+30,829
352
$5.67M 0.03%
144,173
+776
353
$5.65M 0.03%
71,095
+4,473
354
$5.59M 0.03%
101,955
-3,029
355
$5.54M 0.03%
97,066
+86,297
356
$5.51M 0.03%
37,288
+13,323
357
$5.5M 0.03%
23,635
+4,132
358
$5.47M 0.03%
180,304
-23,068
359
$5.46M 0.03%
99,580
+243
360
$5.39M 0.03%
24,886
+11,051
361
$5.38M 0.03%
267,153
+1,395
362
$5.38M 0.03%
52,782
-1,222
363
$5.35M 0.03%
106,997
-6,439
364
$5.35M 0.03%
232,260
-3,880
365
$5.23M 0.03%
149,920
+49,056
366
$5.15M 0.03%
177,361
+4,555
367
$5.12M 0.03%
57,121
-30,145
368
$5.09M 0.03%
23,717
-1,976
369
$5.03M 0.03%
121,807
+751
370
$5.01M 0.03%
35,309
-789
371
$5.01M 0.03%
50,449
+6,779
372
$5M 0.03%
18,001
-1,231
373
$4.99M 0.03%
101,466
-96,855
374
$4.99M 0.03%
229,046
+200,247
375
$4.97M 0.03%
307,470
-45,158
13 14
15
16 17