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
1051
$602K ﹤0.01%
7,148
+4
1052
$601K ﹤0.01%
4,691
-4,017
1053
$600K ﹤0.01%
22,560
+852
1054
$600K ﹤0.01%
5,733
+341
1055
$600K ﹤0.01%
13,879
-1,271
1056
$599K ﹤0.01%
18,752
+321
1057
$599K ﹤0.01%
9,929
-1,923
1058
$591K ﹤0.01%
+10,364
1059
$587K ﹤0.01%
28,393
-6,716
1060
$584K ﹤0.01%
1,418
+220
1061
$583K ﹤0.01%
12,378
-12
1062
$581K ﹤0.01%
27,128
-4,969
1063
$580K ﹤0.01%
3,565
-184
1064
$579K ﹤0.01%
5,314
-5
1065
$576K ﹤0.01%
29,897
+3,459
1066
$574K ﹤0.01%
3,092
-55
1067
$574K ﹤0.01%
+7,244
1068
$574K ﹤0.01%
8,384
+1,145
1069
$574K ﹤0.01%
7,615
-100
1070
$573K ﹤0.01%
30,662
-12
1071
$573K ﹤0.01%
24,881
+782
1072
$571K ﹤0.01%
49,627
+747
1073
$570K ﹤0.01%
36,373
-2,122
1074
$570K ﹤0.01%
11,325
-5,822
1075
$566K ﹤0.01%
7,155
41 42
43
44 45