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
976
$745K ﹤0.01%
18,483
-369
977
$744K ﹤0.01%
17,038
-2,819
978
$740K ﹤0.01%
35,269
+200
979
$739K ﹤0.01%
7,414
-758
980
$738K ﹤0.01%
53,129
+5,995
981
$738K ﹤0.01%
17,724
+9
982
$736K ﹤0.01%
10,921
+982
983
$733K ﹤0.01%
13,392
-74
984
$730K ﹤0.01%
5,872
+278
985
$729K ﹤0.01%
6,206
-2,734
986
$727K ﹤0.01%
27,784
-1,847
987
$727K ﹤0.01%
2,284
-664
988
$726K ﹤0.01%
16,078
-228
989
$726K ﹤0.01%
8,992
990
$722K ﹤0.01%
13,917
+588
991
$719K ﹤0.01%
9,657
-573
992
$715K ﹤0.01%
18,424
-307
993
$711K ﹤0.01%
12,075
+652
994
$710K ﹤0.01%
23,797
-718
995
$700K ﹤0.01%
18,775
-9,610
996
$700K ﹤0.01%
30,930
-450
997
$697K ﹤0.01%
33,477
+1,082
998
$696K ﹤0.01%
26,529
-2,856
999
$695K ﹤0.01%
+31,372
1000
$694K ﹤0.01%
3,175
+42
38 39
40
41 42