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
526
$3.03M 0.02%
12,487
+1,167
527
$3.02M 0.02%
85,022
+6,334
528
$3M 0.02%
77,481
-5,659
529
$2.99M 0.02%
92,208
+4,970
530
$2.99M 0.02%
70,440
+1,749
531
$2.98M 0.02%
68,792
-11,083
532
$2.97M 0.02%
91,381
+3,881
533
$2.96M 0.02%
13,936
-331
534
$2.95M 0.02%
56,694
-767
535
$2.95M 0.02%
46,802
+19,141
536
$2.94M 0.02%
129,750
-4,730
537
$2.93M 0.02%
59,653
-11,958
538
$2.93M 0.02%
79,123
-46,019
539
$2.92M 0.02%
32,553
-2,679
540
$2.91M 0.02%
94,779
+9,083
541
$2.88M 0.02%
56,302
+2,278
542
$2.88M 0.02%
88,392
+15,992
543
$2.87M 0.02%
95,400
+1,300
544
$2.82M 0.02%
46,274
-1,247
545
$2.81M 0.02%
219,595
-13,175
546
$2.81M 0.02%
98,427
+12,815
547
$2.79M 0.02%
275,439
-14,176
548
$2.76M 0.02%
25,311
-245
549
$2.74M 0.02%
16,023
+1,303
550
$2.73M 0.02%
74,095
-44,530
20 21
22
23 24