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
376
$4.95M 0.03%
57,542
-2,259
377
$4.93M 0.03%
101,406
-978
378
$4.91M 0.03%
130,196
+35,358
379
$4.86M 0.03%
36,047
+613
380
$4.84M 0.03%
99,332
+47,979
381
$4.83M 0.03%
169,238
+3,946
382
$4.81M 0.03%
26,642
+5,534
383
$4.81M 0.03%
17,140
-2,285
384
$4.8M 0.03%
23,578
-1,127
385
$4.79M 0.03%
59,782
-5,471
386
$4.79M 0.03%
23,643
-1,796
387
$4.78M 0.03%
67,994
-3,082
388
$4.78M 0.03%
37,520
+13,039
389
$4.74M 0.03%
18,805
-1,370
390
$4.71M 0.03%
77,186
+49,483
391
$4.71M 0.03%
58,108
-1,344
392
$4.69M 0.03%
394,918
-101,366
393
$4.68M 0.03%
68,252
+5,577
394
$4.67M 0.03%
42,845
+37,277
395
$4.65M 0.03%
58,940
+4,776
396
$4.63M 0.03%
68,517
-4,223
397
$4.62M 0.03%
+90,588
398
$4.61M 0.03%
101,397
+18,107
399
$4.57M 0.03%
128,612
+2,226
400
$4.55M 0.03%
14,889
-184
14 15
16
17 18