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
101
$26.5M 0.16%
114,989
+9,863
102
$26.1M 0.15%
161,583
+5,433
103
$25.9M 0.15%
1,005,819
+50,712
104
$25.6M 0.15%
566,707
-2,292
105
$25.5M 0.15%
130,889
+24,489
106
$25.5M 0.15%
99,040
+2,232
107
$25.4M 0.15%
1,145,616
-57,054
108
$25.4M 0.15%
2,089,570
+383,670
109
$25M 0.15%
77,431
+846
110
$24.9M 0.15%
532,065
+409,650
111
$24.9M 0.15%
430,026
+71,236
112
$24.1M 0.14%
128,271
+9,340
113
$24M 0.14%
50,915
-1,287
114
$24M 0.14%
146,786
+15,832
115
$23.7M 0.14%
423,034
+32,789
116
$23.5M 0.14%
974,187
+263,285
117
$23.5M 0.14%
218,940
-11,724
118
$23.1M 0.14%
278,186
+9,053
119
$23.1M 0.14%
749,130
+18,592
120
$23M 0.14%
317,189
+73,461
121
$22.3M 0.13%
588,563
+58,768
122
$22.3M 0.13%
197,158
+22,500
123
$22.1M 0.13%
908,774
+243,583
124
$21.9M 0.13%
226,438
+12,939
125
$21.8M 0.13%
490,288
+225,974
3 4
5
6 7