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
1226
$416K ﹤0.01%
3,915
-891
1227
$414K ﹤0.01%
18,299
-594
1228
$411K ﹤0.01%
4,546
-6,523
1229
$411K ﹤0.01%
56,673
-2,596
1230
$409K ﹤0.01%
26,091
+10,461
1231
$408K ﹤0.01%
19,362
+1,174
1232
$407K ﹤0.01%
7,562
-949
1233
$406K ﹤0.01%
2,211
+242
1234
$405K ﹤0.01%
2,960
-989
1235
$404K ﹤0.01%
13,243
+873
1236
$403K ﹤0.01%
1,251
+52
1237
$403K ﹤0.01%
4,633
+81
1238
$402K ﹤0.01%
10,196
+24
1239
$402K ﹤0.01%
9,103
+311
1240
$402K ﹤0.01%
2,284
-38
1241
$401K ﹤0.01%
10,761
-364
1242
$401K ﹤0.01%
8,857
-2,095
1243
$401K ﹤0.01%
7,880
+580
1244
$399K ﹤0.01%
5,951
-38
1245
$399K ﹤0.01%
1,486
+2
1246
$398K ﹤0.01%
10,178
+1,129
1247
$398K ﹤0.01%
7,451
-1,513
1248
$398K ﹤0.01%
12,049
1249
$398K ﹤0.01%
23,199
+4,983
1250
$397K ﹤0.01%
+18,883
48 49
50
51 52