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
1001
$691K ﹤0.01%
15,793
+1,781
1002
$691K ﹤0.01%
9,368
-930
1003
$691K ﹤0.01%
9,728
-1,860
1004
$690K ﹤0.01%
10,370
+935
1005
$689K ﹤0.01%
21,614
+1,281
1006
$685K ﹤0.01%
23,744
-4,063
1007
$682K ﹤0.01%
10,230
-485
1008
$680K ﹤0.01%
9,934
+2
1009
$679K ﹤0.01%
7,114
-352
1010
$675K ﹤0.01%
6,535
-7
1011
$674K ﹤0.01%
814
-43
1012
$672K ﹤0.01%
5,324
+144
1013
$672K ﹤0.01%
13,275
+6,055
1014
$669K ﹤0.01%
6,793
+26
1015
$667K ﹤0.01%
14,513
+260
1016
$667K ﹤0.01%
7,319
-6,845
1017
$664K ﹤0.01%
+34,450
1018
$661K ﹤0.01%
11,313
+1,432
1019
$660K ﹤0.01%
164,057
-4,000
1020
$660K ﹤0.01%
87,137
-66,974
1021
$658K ﹤0.01%
16,636
-2,259
1022
$657K ﹤0.01%
6,560
-20
1023
$656K ﹤0.01%
31,015
+1,108
1024
$655K ﹤0.01%
11,354
+2,677
1025
$654K ﹤0.01%
25,130
-1,116
39 40
41
42 43