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
476
$3.54M 0.02%
33,339
+4,473
477
$3.53M 0.02%
19,391
+316
478
$3.52M 0.02%
12,268
-1,565
479
$3.52M 0.02%
11,507
+842
480
$3.51M 0.02%
73,541
+2,462
481
$3.5M 0.02%
241,006
-4,172
482
$3.49M 0.02%
49,152
+417
483
$3.49M 0.02%
180,075
-8,703
484
$3.47M 0.02%
18,530
+2,185
485
$3.46M 0.02%
53,670
+5,978
486
$3.45M 0.02%
43,050
+37,533
487
$3.4M 0.02%
155,804
+39,551
488
$3.38M 0.02%
77,087
+11,799
489
$3.36M 0.02%
52,556
-2,680
490
$3.35M 0.02%
18,928
-696
491
$3.35M 0.02%
75,713
+5,041
492
$3.35M 0.02%
47,032
-14,734
493
$3.32M 0.02%
66,296
-789
494
$3.32M 0.02%
78,033
-46,219
495
$3.31M 0.02%
57,314
+3,440
496
$3.31M 0.02%
74,865
-40
497
$3.31M 0.02%
62,094
-1,244
498
$3.28M 0.02%
19,253
+3,097
499
$3.28M 0.02%
86,169
-4,213
500
$3.27M 0.02%
112,315
-4,035
18 19
20
21 22