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
901
$866K 0.01%
25,002
-37,995
902
$864K 0.01%
37,418
+25,290
903
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3,099
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905
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30,494
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906
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42,614
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907
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260,481
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909
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18,720
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29,670
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18,052
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8,151
-1,587
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2,988
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14,483
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12,610
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920
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3,791
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$838K 0.01%
24,496
+2,132
922
$838K 0.01%
49,625
-1,825
923
$834K ﹤0.01%
12,935
+1,917
924
$833K ﹤0.01%
9,505
+3,111
925
$829K ﹤0.01%
29,384
+4,115
35 36
37
38 39