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
826
$1.05M 0.01%
182,634
-12,508
827
$1.05M 0.01%
11,515
-2,824
828
$1.05M 0.01%
17,530
+1,396
829
$1.04M 0.01%
85,730
+25,200
830
$1.03M 0.01%
17,380
-6,035
831
$1.03M 0.01%
4,716
-68
832
$1.03M 0.01%
18,952
+1,747
833
$1.02M 0.01%
13,506
834
$1.02M 0.01%
22,604
-7,608
835
$1.02M 0.01%
77,214
+1,315
836
$1.02M 0.01%
6,169
-193
837
$1.01M 0.01%
9,778
-1,379
838
$1.01M 0.01%
9,349
-1,258
839
$1.01M 0.01%
12,890
+5,408
840
$1M 0.01%
28,322
-259
841
$1M 0.01%
6,370
+1,126
842
$1M 0.01%
10,344
-108
843
$998K 0.01%
17,131
-2,499
844
$995K 0.01%
34,433
+6,840
845
$993K 0.01%
25,640
+751
846
$991K 0.01%
12,303
-52
847
$988K 0.01%
33,821
-2,614
848
$987K 0.01%
23,100
+3,189
849
$984K 0.01%
6,292
-1,442
850
$983K 0.01%
2,979
+307
32 33
34
35 36