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
651
$1.78M 0.01%
53,528
+6,949
652
$1.78M 0.01%
8,296
+300
653
$1.78M 0.01%
55,401
+828
654
$1.77M 0.01%
6,063
+115
655
$1.77M 0.01%
94,788
-12,854
656
$1.77M 0.01%
+71,155
657
$1.77M 0.01%
16,369
+7,987
658
$1.76M 0.01%
26,477
-1,862
659
$1.76M 0.01%
83,851
+55,006
660
$1.75M 0.01%
32,520
-4,249
661
$1.74M 0.01%
8,314
-92
662
$1.74M 0.01%
19,464
+1,061
663
$1.74M 0.01%
54,163
+31,484
664
$1.73M 0.01%
9,569
-181
665
$1.72M 0.01%
17,923
-315
666
$1.72M 0.01%
105,781
+1,909
667
$1.71M 0.01%
25,379
+1,919
668
$1.7M 0.01%
56,197
+2,683
669
$1.7M 0.01%
11,746
+437
670
$1.69M 0.01%
14,133
+839
671
$1.68M 0.01%
59,872
+18
672
$1.68M 0.01%
91,144
+1,817
673
$1.67M 0.01%
106,549
+519
674
$1.67M 0.01%
157,367
+9,782
675
$1.66M 0.01%
9,494
-404
25 26
27
28 29