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
1476
$271K ﹤0.01%
4,398
+71
1477
$270K ﹤0.01%
+2,329
1478
$270K ﹤0.01%
14,854
-1,150
1479
$269K ﹤0.01%
21,501
+1,170
1480
$269K ﹤0.01%
3,475
+90
1481
$268K ﹤0.01%
3,430
-3,364
1482
$268K ﹤0.01%
6,456
-3,007
1483
$268K ﹤0.01%
5,694
+191
1484
$268K ﹤0.01%
20,353
-17,115
1485
$267K ﹤0.01%
4,103
-1,571
1486
$267K ﹤0.01%
3,795
-6,008
1487
$267K ﹤0.01%
10,526
+75
1488
$266K ﹤0.01%
+4,945
1489
$266K ﹤0.01%
65,800
1490
$266K ﹤0.01%
7,915
+487
1491
$266K ﹤0.01%
1,624
-6,482
1492
$265K ﹤0.01%
4,007
-106
1493
$264K ﹤0.01%
968
-37
1494
$264K ﹤0.01%
13,476
-6,745
1495
$263K ﹤0.01%
13,883
+14
1496
$263K ﹤0.01%
61,543
+20,669
1497
$263K ﹤0.01%
2,203
-21
1498
$263K ﹤0.01%
9,880
+205
1499
$262K ﹤0.01%
4,884
+234
1500
$261K ﹤0.01%
+4,900
58 59
60
61 62