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
1301
$367K ﹤0.01%
66,590
-12,390
1302
$366K ﹤0.01%
13,720
-10
1303
$365K ﹤0.01%
4,593
+71
1304
$365K ﹤0.01%
10,684
+354
1305
$364K ﹤0.01%
4,062
-169
1306
$364K ﹤0.01%
29,341
-1,467
1307
$364K ﹤0.01%
4,480
-135
1308
$363K ﹤0.01%
21,156
-194
1309
$363K ﹤0.01%
7,024
-3,117
1310
$363K ﹤0.01%
15,466
+313
1311
$363K ﹤0.01%
1,076
+85
1312
$361K ﹤0.01%
5,129
+80
1313
$360K ﹤0.01%
11,376
+2,127
1314
$360K ﹤0.01%
23,815
-1,540
1315
$359K ﹤0.01%
8,426
+724
1316
$358K ﹤0.01%
21,128
-2,400
1317
$357K ﹤0.01%
+448
1318
$357K ﹤0.01%
+10,835
1319
$356K ﹤0.01%
12,998
+530
1320
$356K ﹤0.01%
9,646
-3,640
1321
$355K ﹤0.01%
1,143
+197
1322
$355K ﹤0.01%
2,331
+68
1323
$353K ﹤0.01%
5,580
-91
1324
$352K ﹤0.01%
14,482
+172
1325
$352K ﹤0.01%
9,295
-2,506
51 52
53
54 55