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
1451
$282K ﹤0.01%
1,271
-611
1452
$282K ﹤0.01%
9,822
+949
1453
$282K ﹤0.01%
9,010
+729
1454
$281K ﹤0.01%
3,051
-635
1455
$281K ﹤0.01%
+11,410
1456
$280K ﹤0.01%
5,247
-2,722
1457
$280K ﹤0.01%
4,227
-4,194
1458
$277K ﹤0.01%
32,617
+7,422
1459
$277K ﹤0.01%
7,249
+130
1460
$277K ﹤0.01%
7,943
+535
1461
$276K ﹤0.01%
6,027
-44
1462
$276K ﹤0.01%
24,561
-444
1463
$276K ﹤0.01%
8,514
-562
1464
$274K ﹤0.01%
2,659
-2
1465
$274K ﹤0.01%
8,249
-8,180
1466
$274K ﹤0.01%
+8,025
1467
$274K ﹤0.01%
+1,969
1468
$274K ﹤0.01%
3,257
+280
1469
$274K ﹤0.01%
1,627
+14
1470
$274K ﹤0.01%
+12,281
1471
$273K ﹤0.01%
8,322
-543
1472
$273K ﹤0.01%
10,810
-36,750
1473
$272K ﹤0.01%
+26,860
1474
$272K ﹤0.01%
6,511
+692
1475
$271K ﹤0.01%
16,358
+3,929
57 58
59
60 61