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
451
$3.88M 0.02%
38,200
+161
452
$3.88M 0.02%
40,302
+9,120
453
$3.86M 0.02%
9,286
-2,392
454
$3.84M 0.02%
84,537
-2,130
455
$3.8M 0.02%
25,460
-976
456
$3.8M 0.02%
21,812
+61
457
$3.79M 0.02%
56,540
-966
458
$3.78M 0.02%
45,176
+491
459
$3.76M 0.02%
54,429
+6,217
460
$3.75M 0.02%
312,626
+18,665
461
$3.74M 0.02%
35,010
+21,273
462
$3.74M 0.02%
78,719
+15,113
463
$3.69M 0.02%
73,814
-4,134
464
$3.67M 0.02%
+123,273
465
$3.65M 0.02%
71,683
+8,971
466
$3.61M 0.02%
93,707
+714
467
$3.61M 0.02%
85,479
+752
468
$3.6M 0.02%
8,970
+989
469
$3.59M 0.02%
+153,508
470
$3.59M 0.02%
25,610
+1,055
471
$3.57M 0.02%
15,968
-901
472
$3.57M 0.02%
489,844
-41,188
473
$3.56M 0.02%
138,269
+8,397
474
$3.56M 0.02%
17,215
-947
475
$3.55M 0.02%
59,781
+5,680
17 18
19
20 21