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
1126
$516K ﹤0.01%
14,812
+18
1127
$513K ﹤0.01%
16,618
+1,568
1128
$511K ﹤0.01%
8,530
-279
1129
$509K ﹤0.01%
+17,188
1130
$509K ﹤0.01%
7,293
+144
1131
$507K ﹤0.01%
+11,611
1132
$506K ﹤0.01%
12,039
-1,528
1133
$505K ﹤0.01%
11,761
+196
1134
$504K ﹤0.01%
20,452
+11,948
1135
$504K ﹤0.01%
14,746
1136
$501K ﹤0.01%
4,076
+466
1137
$501K ﹤0.01%
17,851
+698
1138
$497K ﹤0.01%
109,654
-4,295
1139
$496K ﹤0.01%
+40,760
1140
$495K ﹤0.01%
16,796
-2,518
1141
$495K ﹤0.01%
12,177
-2,261
1142
$494K ﹤0.01%
6,934
-215
1143
$493K ﹤0.01%
2,381
-30
1144
$491K ﹤0.01%
57,634
+21,029
1145
$491K ﹤0.01%
1,881
+8
1146
$491K ﹤0.01%
15,950
-1,500
1147
$490K ﹤0.01%
4,719
-764
1148
$489K ﹤0.01%
39,598
+22,911
1149
$488K ﹤0.01%
3,096
+74
1150
$487K ﹤0.01%
14,770
+111
44 45
46
47 48