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
776
$1.19M 0.01%
11,905
+9,433
777
$1.19M 0.01%
11,170
+76
778
$1.19M 0.01%
24,250
+148
779
$1.19M 0.01%
10,456
-1,088
780
$1.18M 0.01%
51,851
+34,272
781
$1.18M 0.01%
24,445
+6,929
782
$1.18M 0.01%
38,065
+10,787
783
$1.18M 0.01%
54,005
+35,739
784
$1.17M 0.01%
54,290
+35,947
785
$1.17M 0.01%
26,862
-2,355
786
$1.17M 0.01%
18,745
-22
787
$1.17M 0.01%
9,751
+95
788
$1.17M 0.01%
41,982
-1,809
789
$1.16M 0.01%
24,272
+5,426
790
$1.16M 0.01%
53,881
+619
791
$1.16M 0.01%
52,902
+34,999
792
$1.16M 0.01%
+39,255
793
$1.16M 0.01%
24,315
-4,080
794
$1.15M 0.01%
14,140
+63
795
$1.15M 0.01%
10,909
-1,878
796
$1.14M 0.01%
21,082
-3,590
797
$1.14M 0.01%
14,193
+364
798
$1.14M 0.01%
9,466
-872
799
$1.13M 0.01%
23,628
+736
800
$1.13M 0.01%
43,333
+4,429
30 31
32
33 34