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
426
$4.17M 0.02%
53,123
-4,894
427
$4.16M 0.02%
196,193
-150,463
428
$4.15M 0.02%
492,903
+59,837
429
$4.15M 0.02%
65,462
-5,235
430
$4.15M 0.02%
157,358
+136,617
431
$4.14M 0.02%
108,937
+7,606
432
$4.12M 0.02%
128,422
-14,414
433
$4.1M 0.02%
54,578
-303
434
$4.09M 0.02%
50,785
-397
435
$4.08M 0.02%
36,333
+2,113
436
$4.06M 0.02%
73,771
-3,446
437
$4.03M 0.02%
93,687
+56,377
438
$4.02M 0.02%
112,066
+141
439
$4.01M 0.02%
51,505
-1,160
440
$4.01M 0.02%
1,872
+195
441
$4M 0.02%
240,551
+110,116
442
$3.99M 0.02%
34,694
-4,724
443
$3.98M 0.02%
38,192
-2,262
444
$3.97M 0.02%
17,816
+5,080
445
$3.94M 0.02%
47,718
-1,643
446
$3.93M 0.02%
101,940
-166
447
$3.93M 0.02%
38,627
+11,138
448
$3.89M 0.02%
63,365
+15,604
449
$3.89M 0.02%
68,112
+6,350
450
$3.88M 0.02%
67,642
-5,681
16 17
18
19 20