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
1101
$537K ﹤0.01%
6,526
+245
1102
$537K ﹤0.01%
9,715
-17,850
1103
$536K ﹤0.01%
17,763
-300
1104
$532K ﹤0.01%
64,084
+26,236
1105
$530K ﹤0.01%
5,722
+268
1106
$530K ﹤0.01%
29,790
-503
1107
$528K ﹤0.01%
19,600
+4,433
1108
$528K ﹤0.01%
16,177
+273
1109
$527K ﹤0.01%
33,617
+16,093
1110
$526K ﹤0.01%
10,550
+5,648
1111
$526K ﹤0.01%
21,392
-3,970
1112
$524K ﹤0.01%
6,360
-3,922
1113
$523K ﹤0.01%
3,931
-299
1114
$523K ﹤0.01%
17,988
+132
1115
$522K ﹤0.01%
16,155
+24
1116
$522K ﹤0.01%
+8,848
1117
$521K ﹤0.01%
7,620
+445
1118
$521K ﹤0.01%
18,154
+300
1119
$521K ﹤0.01%
+18,518
1120
$520K ﹤0.01%
37,978
-16
1121
$520K ﹤0.01%
7,147
-1,481
1122
$519K ﹤0.01%
7,790
-837
1123
$518K ﹤0.01%
36,845
+5,163
1124
$517K ﹤0.01%
48,176
+857
1125
$517K ﹤0.01%
12,482
+74
43 44
45
46 47