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
501
$3.27M 0.02%
23,772
+538
502
$3.27M 0.02%
74,344
+2,548
503
$3.27M 0.02%
95,566
+4,094
504
$3.26M 0.02%
43,279
-2,486
505
$3.24M 0.02%
47,965
-64
506
$3.24M 0.02%
15,590
+6,177
507
$3.23M 0.02%
5,878
+617
508
$3.23M 0.02%
128,968
-9,087
509
$3.22M 0.02%
22,301
-491
510
$3.21M 0.02%
64,862
-12,418
511
$3.2M 0.02%
148,292
+4,648
512
$3.17M 0.02%
116,101
+18,733
513
$3.14M 0.02%
27,486
-354
514
$3.13M 0.02%
67,142
-5,755
515
$3.1M 0.02%
18,959
+2,822
516
$3.1M 0.02%
119,504
-5,056
517
$3.08M 0.02%
70,498
-3,793
518
$3.07M 0.02%
70,818
-845
519
$3.05M 0.02%
18,404
-2,202
520
$3.05M 0.02%
52,415
+8,476
521
$3.05M 0.02%
124,251
-257
522
$3.04M 0.02%
96,037
+2,081
523
$3.03M 0.02%
346,828
-45
524
$3.03M 0.02%
40,414
-2,128
525
$3.03M 0.02%
105,714
+17,896
19 20
21
22 23