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
851
$982K 0.01%
30,107
-7,086
852
$982K 0.01%
53,560
+100
853
$981K 0.01%
39,938
-3,844
854
$980K 0.01%
42,506
-7,994
855
$979K 0.01%
41,184
+3,560
856
$972K 0.01%
11,086
+49
857
$971K 0.01%
49,205
-1,624
858
$970K 0.01%
3,529
-499
859
$965K 0.01%
539,253
+491,293
860
$960K 0.01%
1,620
-624
861
$959K 0.01%
10,956
-62
862
$958K 0.01%
31,019
+21,704
863
$953K 0.01%
44,822
+1,976
864
$950K 0.01%
13,966
-3,245
865
$948K 0.01%
+16,718
866
$946K 0.01%
4,243
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867
$943K 0.01%
7,551
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868
$938K 0.01%
34,506
+5,513
869
$938K 0.01%
12,747
-7,667
870
$937K 0.01%
611
+475
871
$931K 0.01%
3,067
-504
872
$926K 0.01%
12,847
-524
873
$926K 0.01%
16,847
-1,112
874
$919K 0.01%
52,519
-20,836
875
$917K 0.01%
846
-108
33 34
35
36 37