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
1251
$397K ﹤0.01%
7,762
-6,145
1252
$397K ﹤0.01%
38,036
-12,931
1253
$395K ﹤0.01%
5,168
+1,065
1254
$395K ﹤0.01%
13,341
-998
1255
$395K ﹤0.01%
+24,987
1256
$394K ﹤0.01%
27,032
+578
1257
$394K ﹤0.01%
22,411
+1,827
1258
$392K ﹤0.01%
8,359
+276
1259
$391K ﹤0.01%
8,993
-6,454
1260
$390K ﹤0.01%
6,061
-138
1261
$390K ﹤0.01%
5,643
+1,172
1262
$388K ﹤0.01%
13,987
-1,419
1263
$387K ﹤0.01%
12,771
-2,778
1264
$387K ﹤0.01%
27,834
+368
1265
$386K ﹤0.01%
6,418
-50
1266
$385K ﹤0.01%
+20,601
1267
$385K ﹤0.01%
+13,136
1268
$385K ﹤0.01%
24,834
+617
1269
$385K ﹤0.01%
6,256
+353
1270
$385K ﹤0.01%
48,797
-11,131
1271
$384K ﹤0.01%
14,411
-1,392
1272
$384K ﹤0.01%
19,121
-500
1273
$384K ﹤0.01%
458
-1,181
1274
$384K ﹤0.01%
15,466
-189
1275
$383K ﹤0.01%
1,421
-181
49 50
51
52 53