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
551
$2.7M 0.02%
235,037
-164,957
552
$2.69M 0.02%
71,221
-37,405
553
$2.69M 0.02%
42,033
554
$2.67M 0.02%
32,678
-7,369
555
$2.64M 0.02%
126,698
+2,715
556
$2.64M 0.02%
120,517
-179,898
557
$2.64M 0.02%
138,359
-975
558
$2.62M 0.02%
70,700
+5,998
559
$2.62M 0.02%
46,220
+7,577
560
$2.61M 0.02%
+69,379
561
$2.6M 0.02%
283,380
+15,974
562
$2.59M 0.02%
19,057
-2,577
563
$2.59M 0.02%
24,637
+896
564
$2.58M 0.02%
41,652
-3,035
565
$2.57M 0.02%
45,706
+8,246
566
$2.57M 0.02%
+134,661
567
$2.55M 0.02%
21,002
+616
568
$2.55M 0.02%
38,598
+32,101
569
$2.55M 0.02%
76,965
+1,473
570
$2.54M 0.02%
31,072
-1,262
571
$2.54M 0.02%
30,650
-1,331
572
$2.53M 0.02%
157,746
+34,872
573
$2.52M 0.02%
56,371
+11,794
574
$2.52M 0.02%
96,720
+76,148
575
$2.49M 0.01%
33,471
+1,455
21 22
23
24 25