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
626
$1.98M 0.01%
+21,940
627
$1.98M 0.01%
14,643
+308
628
$1.95M 0.01%
66,140
-95
629
$1.94M 0.01%
17,477
+1,552
630
$1.93M 0.01%
24,064
-8,311
631
$1.9M 0.01%
14,795
+2,200
632
$1.89M 0.01%
22,702
-1,801
633
$1.89M 0.01%
26,603
+226
634
$1.88M 0.01%
34,331
+7,323
635
$1.88M 0.01%
18,305
-2,206
636
$1.87M 0.01%
7,949
+773
637
$1.86M 0.01%
14,738
+1,672
638
$1.86M 0.01%
164,284
+82,548
639
$1.85M 0.01%
22,198
-1,244
640
$1.84M 0.01%
6,869
+312
641
$1.84M 0.01%
21,012
+2,643
642
$1.84M 0.01%
76,114
-856
643
$1.83M 0.01%
177,130
+1,659
644
$1.83M 0.01%
36,628
+23,750
645
$1.83M 0.01%
44,116
+17,089
646
$1.82M 0.01%
25,212
+605
647
$1.82M 0.01%
8,415
-389
648
$1.81M 0.01%
13,283
+3,585
649
$1.8M 0.01%
405,021
+150,138
650
$1.8M 0.01%
4,947
+160
24 25
26
27 28