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
751
$1.29M 0.01%
2,266
-58
752
$1.28M 0.01%
540
+20
753
$1.27M 0.01%
109,237
+31,182
754
$1.27M 0.01%
7,715
-542
755
$1.27M 0.01%
19,051
+253
756
$1.27M 0.01%
10,861
+2,789
757
$1.27M 0.01%
22,853
-3,037
758
$1.26M 0.01%
14,372
+2,288
759
$1.26M 0.01%
9,935
+1,957
760
$1.25M 0.01%
40,063
-5,273
761
$1.25M 0.01%
32,055
+6,535
762
$1.25M 0.01%
2,966
-354
763
$1.25M 0.01%
47,037
-20
764
$1.24M 0.01%
28,560
+1,459
765
$1.24M 0.01%
7,433
-7
766
$1.24M 0.01%
49,143
-3,414
767
$1.23M 0.01%
23,751
+863
768
$1.23M 0.01%
8,495
-136
769
$1.22M 0.01%
45,280
-823
770
$1.22M 0.01%
25,334
-2,431
771
$1.22M 0.01%
50,717
-14
772
$1.21M 0.01%
60,689
-2,304
773
$1.2M 0.01%
20,157
-826
774
$1.2M 0.01%
39,936
+22,257
775
$1.19M 0.01%
27,095
+877
29 30
31
32 33