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
1501
$260K ﹤0.01%
44,597
-31,976
1502
$260K ﹤0.01%
3,087
+261
1503
$260K ﹤0.01%
5,839
+91
1504
$258K ﹤0.01%
46,398
+104
1505
$258K ﹤0.01%
+8,305
1506
$257K ﹤0.01%
3,162
+450
1507
$257K ﹤0.01%
8,976
-77
1508
$256K ﹤0.01%
21,247
+1,541
1509
$256K ﹤0.01%
17,403
+1,241
1510
$255K ﹤0.01%
2,829
+84
1511
$254K ﹤0.01%
16,796
-25,759
1512
$254K ﹤0.01%
7,821
-1,229
1513
$254K ﹤0.01%
2,125
+193
1514
$253K ﹤0.01%
2,696
-249
1515
$252K ﹤0.01%
+11,272
1516
$252K ﹤0.01%
11,456
+1,282
1517
$252K ﹤0.01%
10,010
-1,090
1518
$252K ﹤0.01%
8,230
-1,140
1519
$251K ﹤0.01%
+6,896
1520
$251K ﹤0.01%
4,697
1521
$250K ﹤0.01%
+11,875
1522
$249K ﹤0.01%
+6,014
1523
$249K ﹤0.01%
1,160
-614
1524
$249K ﹤0.01%
5,143
-441
1525
$247K ﹤0.01%
16,064
59 60
61
62 63