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
401
$4.53M 0.03%
58,197
+34,936
402
$4.53M 0.03%
445,578
-10,931
403
$4.53M 0.03%
24,231
+2,105
404
$4.52M 0.03%
28,880
+16,319
405
$4.51M 0.03%
31,169
-145
406
$4.5M 0.03%
177,396
+109,725
407
$4.48M 0.03%
156,846
+25,629
408
$4.43M 0.03%
147,864
+28,380
409
$4.43M 0.03%
31,820
+2,020
410
$4.43M 0.03%
33,020
-440
411
$4.43M 0.03%
26,077
+950
412
$4.35M 0.03%
94,779
+920
413
$4.32M 0.03%
120,675
-38,977
414
$4.31M 0.03%
70,367
-6,329
415
$4.3M 0.03%
44,840
+13,950
416
$4.3M 0.03%
59,754
+6,482
417
$4.27M 0.03%
114,865
+44,325
418
$4.25M 0.03%
28,670
-2,403
419
$4.24M 0.03%
15,744
-77
420
$4.22M 0.03%
61,769
+27,042
421
$4.22M 0.03%
151,660
+5,153
422
$4.21M 0.03%
37,409
+604
423
$4.19M 0.02%
19,006
+3,211
424
$4.18M 0.02%
34,496
+5,513
425
$4.17M 0.02%
98,083
-796
15 16
17
18 19