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
126
$21.8M 0.13%
169,693
-4,684
127
$21.8M 0.13%
306,194
+33,099
128
$21.3M 0.13%
1,167,055
+1,011
129
$21M 0.12%
628,494
+27,674
130
$21M 0.12%
277,122
-12,708
131
$20.8M 0.12%
467,766
+131,557
132
$20.7M 0.12%
811,408
+103,578
133
$20.7M 0.12%
1,347,884
+188,803
134
$20.5M 0.12%
364,906
+51,162
135
$20.2M 0.12%
402,219
+174,567
136
$20M 0.12%
803,112
+299,536
137
$19.8M 0.12%
69,745
+80
138
$19.7M 0.12%
145,201
+6,666
139
$19.6M 0.12%
754,866
+101,935
140
$19.3M 0.11%
483,983
-57,046
141
$19.2M 0.11%
234,606
+6,735
142
$19.1M 0.11%
133,037
+8,551
143
$18.6M 0.11%
1,330,936
-108,768
144
$18.3M 0.11%
299,997
-81,104
145
$18.2M 0.11%
79,523
-13,954
146
$18.1M 0.11%
59,037
+11
147
$18M 0.11%
387,944
+50,391
148
$17.8M 0.11%
825,482
+183,574
149
$17.8M 0.11%
211,001
-4,239
150
$17.7M 0.1%
241,370
-22,297
4 5
6
7 8