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
1201
$431K ﹤0.01%
32,846
+3,663
1202
$431K ﹤0.01%
12,724
+510
1203
$430K ﹤0.01%
16,967
+3,991
1204
$429K ﹤0.01%
6,344
-2,188
1205
$428K ﹤0.01%
66,897
+4,822
1206
$428K ﹤0.01%
3,160
-964
1207
$427K ﹤0.01%
6,220
-254
1208
$427K ﹤0.01%
8,602
-7,975
1209
$426K ﹤0.01%
7,858
+688
1210
$426K ﹤0.01%
12,598
+2,455
1211
$425K ﹤0.01%
2,793
-860
1212
$424K ﹤0.01%
5,240
-729
1213
$424K ﹤0.01%
8,023
+44
1214
$422K ﹤0.01%
40,158
-6,354
1215
$421K ﹤0.01%
6,264
+253
1216
$421K ﹤0.01%
2,107
-786
1217
$421K ﹤0.01%
7,003
1218
$421K ﹤0.01%
15,046
+83
1219
$421K ﹤0.01%
3,225
1220
$420K ﹤0.01%
63,488
+425
1221
$419K ﹤0.01%
63,762
+18,914
1222
$417K ﹤0.01%
11,154
+5,577
1223
$417K ﹤0.01%
14,722
-1,017
1224
$416K ﹤0.01%
8,743
+1,077
1225
$416K ﹤0.01%
22,244
-6,000
47 48
49
50 51