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
951
$781K ﹤0.01%
60,988
+24,077
952
$780K ﹤0.01%
19,129
+796
953
$779K ﹤0.01%
11,184
+438
954
$779K ﹤0.01%
11,846
-630
955
$778K ﹤0.01%
17,890
-72
956
$777K ﹤0.01%
38,288
+645
957
$774K ﹤0.01%
2,228
-1,954
958
$773K ﹤0.01%
2,951
-13,581
959
$773K ﹤0.01%
130,163
+2,500
960
$768K ﹤0.01%
32,772
+1,414
961
$767K ﹤0.01%
16,844
-2,828
962
$767K ﹤0.01%
5,686
+597
963
$766K ﹤0.01%
18,096
-152
964
$766K ﹤0.01%
16,015
-1,955
965
$764K ﹤0.01%
24,429
-3,383
966
$762K ﹤0.01%
29,037
-6,290
967
$760K ﹤0.01%
+90,405
968
$759K ﹤0.01%
647
+449
969
$759K ﹤0.01%
18,279
-2,168
970
$752K ﹤0.01%
8,592
+518
971
$752K ﹤0.01%
10,517
-404
972
$751K ﹤0.01%
18,713
+1,060
973
$749K ﹤0.01%
54,802
+2,207
974
$747K ﹤0.01%
2,700
-1,314
975
$746K ﹤0.01%
10,248
-1,398
37 38
39
40 41