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
1576
$222K ﹤0.01%
5,025
-170
1577
$221K ﹤0.01%
7,227
1578
$221K ﹤0.01%
1,819
+184
1579
$221K ﹤0.01%
8,394
+1,325
1580
$220K ﹤0.01%
4,668
-66
1581
$219K ﹤0.01%
1,562
-1,155
1582
$218K ﹤0.01%
+24,686
1583
$218K ﹤0.01%
6,958
+536
1584
$218K ﹤0.01%
19,853
-39,029
1585
$218K ﹤0.01%
+9,468
1586
$218K ﹤0.01%
6,393
-1,568
1587
$218K ﹤0.01%
15,823
+792
1588
$216K ﹤0.01%
1,308
+16
1589
$216K ﹤0.01%
382
1590
$215K ﹤0.01%
10,578
+1,058
1591
$215K ﹤0.01%
5,737
-1,985
1592
$215K ﹤0.01%
19,074
+3,381
1593
$215K ﹤0.01%
+11,190
1594
$214K ﹤0.01%
+7,747
1595
$213K ﹤0.01%
+6,390
1596
$213K ﹤0.01%
25,948
+6
1597
$213K ﹤0.01%
22,397
-1
1598
$213K ﹤0.01%
3,234
-128
1599
$212K ﹤0.01%
22,532
+3,192
1600
$212K ﹤0.01%
+6,635
62 63
64
65 66