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
51
$57.3M 0.34%
705,473
+116,957
52
$57.1M 0.34%
1,790,076
+337,066
53
$55.3M 0.33%
575,077
-10,151,723
54
$54.6M 0.32%
205,973
+18,716
55
$54.1M 0.32%
1,027,290
+26,257
56
$50.2M 0.3%
632,018
-2,190
57
$49.6M 0.29%
3,545,310
-81,747
58
$48.4M 0.29%
1,041,291
+11,679
59
$46.8M 0.28%
2,317,011
+155,094
60
$46.7M 0.28%
536,122
+59,803
61
$45M 0.27%
210,133
-10,952
62
$44.9M 0.27%
1,236,048
+238,287
63
$43.6M 0.26%
210,526
+9,786
64
$43.3M 0.26%
350,577
+40,784
65
$42.6M 0.25%
317,548
+873
66
$42.2M 0.25%
383,254
+72,716
67
$42M 0.25%
836,099
+524,649
68
$41.5M 0.25%
582,474
-40,609
69
$40.9M 0.24%
934,046
+48,444
70
$40.4M 0.24%
319,977
+34,252
71
$38.8M 0.23%
285,977
+26,609
72
$38.1M 0.23%
869,500
+239,320
73
$36.8M 0.22%
427,500
+69,007
74
$36.3M 0.22%
135,980
+28,021
75
$35.6M 0.21%
1,475,980
+325,274
1 2
3
4 5