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
1401
$302K ﹤0.01%
19,151
+2,314
1402
$301K ﹤0.01%
2,567
-1,069
1403
$301K ﹤0.01%
15,046
-1,000
1404
$301K ﹤0.01%
4,564
1405
$301K ﹤0.01%
2,758
+813
1406
$301K ﹤0.01%
6,746
-2,979
1407
$300K ﹤0.01%
7,849
-202
1408
$300K ﹤0.01%
1,911
-18
1409
$300K ﹤0.01%
2,827
-540
1410
$300K ﹤0.01%
11,627
-2,463
1411
$300K ﹤0.01%
+249
1412
$300K ﹤0.01%
14,393
-461
1413
$299K ﹤0.01%
29,877
1414
$299K ﹤0.01%
3,589
-1,730
1415
$299K ﹤0.01%
+7,379
1416
$298K ﹤0.01%
18,119
-3,508
1417
$298K ﹤0.01%
+7,989
1418
$298K ﹤0.01%
2,927
1419
$298K ﹤0.01%
16,462
+2,796
1420
$297K ﹤0.01%
8,361
-504
1421
$296K ﹤0.01%
3,926
-14
1422
$295K ﹤0.01%
+4,575
1423
$294K ﹤0.01%
39,953
-1,550
1424
$294K ﹤0.01%
5,990
-1,052
1425
$293K ﹤0.01%
+4,735
55 56
57
58 59