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
1526
$247K ﹤0.01%
2,866
+27
1527
$247K ﹤0.01%
3,881
-63
1528
$247K ﹤0.01%
10,257
-114
1529
$246K ﹤0.01%
2,131
-55
1530
$245K ﹤0.01%
5,477
-368
1531
$245K ﹤0.01%
2,456
-21,217
1532
$245K ﹤0.01%
9,266
-1,679
1533
$244K ﹤0.01%
7,261
+1,222
1534
$244K ﹤0.01%
5,025
+842
1535
$244K ﹤0.01%
21,997
+3,271
1536
$243K ﹤0.01%
901
+42
1537
$243K ﹤0.01%
10,375
+2,267
1538
$243K ﹤0.01%
+6,781
1539
$242K ﹤0.01%
5,710
-31
1540
$242K ﹤0.01%
+6,030
1541
$241K ﹤0.01%
+12,710
1542
$241K ﹤0.01%
18,460
+1,594
1543
$241K ﹤0.01%
4,105
-95
1544
$240K ﹤0.01%
+1,943
1545
$239K ﹤0.01%
3,003
-2
1546
$239K ﹤0.01%
1,298
-31
1547
$239K ﹤0.01%
10,300
+1
1548
$238K ﹤0.01%
12,476
+290
1549
$237K ﹤0.01%
+2,259
1550
$237K ﹤0.01%
1,473
+18
60 61
62
63 64