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
676
$1.65M 0.01%
65,224
+6,379
677
$1.65M 0.01%
42,842
+61
678
$1.64M 0.01%
46,988
-10,223
679
$1.62M 0.01%
+65,434
680
$1.62M 0.01%
42,417
-3,898
681
$1.62M 0.01%
+60,972
682
$1.62M 0.01%
18,337
-434
683
$1.62M 0.01%
17,777
-321
684
$1.61M 0.01%
122,487
-57,684
685
$1.61M 0.01%
21,282
-16,799
686
$1.6M 0.01%
36,554
-2,446
687
$1.6M 0.01%
20,015
+11,037
688
$1.59M 0.01%
48,243
+6,085
689
$1.58M 0.01%
43,465
-16,315
690
$1.58M 0.01%
37,740
+18,140
691
$1.58M 0.01%
9,283
-633
692
$1.58M 0.01%
26,844
+11,614
693
$1.58M 0.01%
34,643
+20,374
694
$1.57M 0.01%
40,430
+7,346
695
$1.57M 0.01%
24,439
-3,464
696
$1.57M 0.01%
5,966
+4,260
697
$1.56M 0.01%
28,984
-793
698
$1.56M 0.01%
29,419
-3,134
699
$1.56M 0.01%
24,592
+16,738
700
$1.56M 0.01%
23,750
+1,018
26 27
28
29 30