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
801
$1.13M 0.01%
28,006
-8,543
802
$1.12M 0.01%
23,137
-2,034
803
$1.12M 0.01%
38,610
+9,095
804
$1.11M 0.01%
6,446
-2,321
805
$1.11M 0.01%
15,651
-7,037
806
$1.11M 0.01%
35,956
-1,008
807
$1.11M 0.01%
10,072
+14
808
$1.1M 0.01%
53,819
+35,941
809
$1.1M 0.01%
389,879
-206,337
810
$1.1M 0.01%
52,771
+5,716
811
$1.09M 0.01%
16,068
-2,068
812
$1.09M 0.01%
65,760
+53,560
813
$1.09M 0.01%
42,667
-1,767
814
$1.09M 0.01%
44,240
+3,833
815
$1.07M 0.01%
29,857
+1,592
816
$1.07M 0.01%
4,409
-415
817
$1.07M 0.01%
13,708
-105
818
$1.06M 0.01%
14,924
-6,270
819
$1.06M 0.01%
248,920
+174,114
820
$1.06M 0.01%
70,250
-155,551
821
$1.06M 0.01%
36,240
-1,889
822
$1.06M 0.01%
14,398
+169
823
$1.06M 0.01%
8,783
-320
824
$1.05M 0.01%
41,065
+3,285
825
$1.05M 0.01%
40,604
+10,652
31 32
33
34 35