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
576
$2.49M 0.01%
20,668
-3,529
577
$2.47M 0.01%
26,425
-2,134
578
$2.46M 0.01%
390,017
+147,682
579
$2.46M 0.01%
19,334
-750
580
$2.44M 0.01%
172,705
-2,025
581
$2.44M 0.01%
38,219
-3,403
582
$2.43M 0.01%
133,163
+15,376
583
$2.43M 0.01%
10,564
+383
584
$2.41M 0.01%
4,962
+32
585
$2.4M 0.01%
11,717
-88
586
$2.39M 0.01%
137,125
-143,671
587
$2.39M 0.01%
45,343
+77
588
$2.39M 0.01%
37,939
+1,930
589
$2.36M 0.01%
41,676
+2,401
590
$2.35M 0.01%
8,124
-835
591
$2.34M 0.01%
18,158
-1,192
592
$2.34M 0.01%
36,961
-6,044
593
$2.31M 0.01%
13,466
+111
594
$2.31M 0.01%
25,577
-2,578
595
$2.31M 0.01%
48,446
+12,434
596
$2.29M 0.01%
22,395
+12,057
597
$2.27M 0.01%
44,304
+6,428
598
$2.26M 0.01%
17,846
-3,080
599
$2.25M 0.01%
59,817
+1,072
600
$2.24M 0.01%
+26,539
22 23
24
25 26