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
26
$139M 0.82%
3,580,676
-52,575
27
$121M 0.72%
1,086,331
-61,749
28
$120M 0.71%
5,416,034
+693,033
29
$120M 0.71%
6,333,518
+1,243,302
30
$115M 0.68%
5,119,866
+756,451
31
$109M 0.65%
1,150,198
+150,292
32
$108M 0.64%
1,900,733
+303,844
33
$101M 0.6%
2,600,730
+10,167
34
$88.8M 0.53%
1,017,161
-68,351
35
$82.9M 0.49%
3,217,607
+111,577
36
$79.7M 0.47%
3,968,986
+464,408
37
$79M 0.47%
698,752
+7,683
38
$78.3M 0.46%
396,626
+224,974
39
$77.6M 0.46%
1,341,722
-38,162
40
$75.8M 0.45%
844,378
-1,760
41
$75.4M 0.45%
461,479
+48,035
42
$72.6M 0.43%
1,508,936
+426,952
43
$72.3M 0.43%
343,738
+9,597
44
$69.1M 0.41%
136,822
+4,954
45
$67.6M 0.4%
253,025
-85,364
46
$63.6M 0.38%
664,418
-11,816,962
47
$62.8M 0.37%
227,655
+5,147
48
$59.2M 0.35%
438,073
-26,516
49
$58.8M 0.35%
1,705,720
-34,434
50
$57.4M 0.34%
174,800
+33,533
1
2
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