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
1151
$487K ﹤0.01%
10,192
+283
1152
$486K ﹤0.01%
16,825
+362
1153
$485K ﹤0.01%
8,573
-396
1154
$484K ﹤0.01%
19,783
-1,124
1155
$483K ﹤0.01%
134,715
+112,758
1156
$482K ﹤0.01%
1,962
+56
1157
$479K ﹤0.01%
14,191
-1,745
1158
$477K ﹤0.01%
46,841
+234
1159
$474K ﹤0.01%
18,168
-32
1160
$474K ﹤0.01%
10,770
-29
1161
$470K ﹤0.01%
7,182
+189
1162
$467K ﹤0.01%
35,003
+5,347
1163
$464K ﹤0.01%
13,750
1164
$464K ﹤0.01%
6,757
+114
1165
$462K ﹤0.01%
6,224
-1,276
1166
$461K ﹤0.01%
9,321
+1,039
1167
$459K ﹤0.01%
5,554
-131
1168
$456K ﹤0.01%
4,308
+80
1169
$456K ﹤0.01%
7,598
-3,595
1170
$456K ﹤0.01%
13,655
-3,530
1171
$456K ﹤0.01%
2,626
+229
1172
$455K ﹤0.01%
5,318
-131
1173
$451K ﹤0.01%
45,000
1174
$449K ﹤0.01%
9,764
+4,982
1175
$449K ﹤0.01%
110,909
+283
45 46
47
48 49