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
726
$1.41M 0.01%
8,004
-635
727
$1.41M 0.01%
28,670
-27
728
$1.41M 0.01%
131,976
+6,762
729
$1.4M 0.01%
5,753
+1,268
730
$1.4M 0.01%
8,596
+83
731
$1.37M 0.01%
9,262
-1,809
732
$1.36M 0.01%
48,155
+11,692
733
$1.35M 0.01%
36,933
+271
734
$1.35M 0.01%
55,499
+5,523
735
$1.35M 0.01%
15,463
-941
736
$1.35M 0.01%
28,041
-742
737
$1.34M 0.01%
31,989
-1,241
738
$1.34M 0.01%
22,729
-1,980
739
$1.34M 0.01%
15,739
+1,507
740
$1.34M 0.01%
16,711
-460
741
$1.34M 0.01%
14,861
+1,327
742
$1.33M 0.01%
9,244
+338
743
$1.33M 0.01%
28,883
+2,208
744
$1.32M 0.01%
3,678
-2,194
745
$1.3M 0.01%
117,805
+2,618
746
$1.3M 0.01%
34,164
747
$1.3M 0.01%
8,593
+187
748
$1.29M 0.01%
17,160
+353
749
$1.29M 0.01%
18,110
-799
750
$1.29M 0.01%
18,165
+11
28 29
30
31 32