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
701
$1.55M 0.01%
56,172
+1,660
702
$1.55M 0.01%
23,244
+3,183
703
$1.55M 0.01%
119,410
+2,109
704
$1.53M 0.01%
33,216
-4,710
705
$1.53M 0.01%
54,080
-5,740
706
$1.53M 0.01%
26,708
+17,839
707
$1.52M 0.01%
10,514
-3,480
708
$1.52M 0.01%
17,887
-1,486
709
$1.51M 0.01%
23,520
+2,294
710
$1.51M 0.01%
51,320
+2,533
711
$1.51M 0.01%
19,255
-17
712
$1.48M 0.01%
22,855
+720
713
$1.47M 0.01%
38,918
+5,461
714
$1.46M 0.01%
12,655
-13,876
715
$1.46M 0.01%
48,925
-24,059
716
$1.46M 0.01%
24,701
-1,808
717
$1.46M 0.01%
72,592
+3,163
718
$1.46M 0.01%
17,538
-2,566
719
$1.46M 0.01%
8,569
+1,079
720
$1.45M 0.01%
76,079
+5,386
721
$1.45M 0.01%
16,067
-103
722
$1.43M 0.01%
14,363
+6,361
723
$1.43M 0.01%
2,913
+521
724
$1.42M 0.01%
90,820
+150
725
$1.42M 0.01%
17,614
+5,117
27 28
29
30 31