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
1551
$237K ﹤0.01%
+8,611
1552
$235K ﹤0.01%
2,369
-301
1553
$235K ﹤0.01%
+6,034
1554
$234K ﹤0.01%
17,109
+364
1555
$233K ﹤0.01%
7,244
-59
1556
$233K ﹤0.01%
5,266
-1,766
1557
$233K ﹤0.01%
+1,082
1558
$233K ﹤0.01%
17,469
-1,500
1559
$232K ﹤0.01%
+11,799
1560
$231K ﹤0.01%
27,985
+2,363
1561
$231K ﹤0.01%
14,851
-1,589
1562
$230K ﹤0.01%
4,268
-177
1563
$229K ﹤0.01%
991
-193
1564
$229K ﹤0.01%
+2,941
1565
$228K ﹤0.01%
147,857
1566
$228K ﹤0.01%
9,779
+298
1567
$227K ﹤0.01%
59,514
-10,096
1568
$226K ﹤0.01%
23,100
1569
$225K ﹤0.01%
2,644
1570
$225K ﹤0.01%
+47,480
1571
$224K ﹤0.01%
+8,084
1572
$223K ﹤0.01%
3,444
+97
1573
$223K ﹤0.01%
+4,683
1574
$223K ﹤0.01%
14,859
+1,205
1575
$223K ﹤0.01%
4,517
-118
61 62
63
64 65