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
1626
$197K ﹤0.01%
+39,484
1627
$197K ﹤0.01%
26,241
+4,167
1628
$196K ﹤0.01%
12,436
-123
1629
$194K ﹤0.01%
20,044
-24,238
1630
$194K ﹤0.01%
17,108
-802
1631
$191K ﹤0.01%
17,681
-1,314
1632
$189K ﹤0.01%
58,417
-27,832
1633
$186K ﹤0.01%
+22,264
1634
$184K ﹤0.01%
+16,484
1635
$184K ﹤0.01%
11,000
1636
$183K ﹤0.01%
11,611
+852
1637
$183K ﹤0.01%
18,900
+1,031
1638
$182K ﹤0.01%
77,757
-47,865
1639
$180K ﹤0.01%
1,563
+419
1640
$179K ﹤0.01%
20,190
+4,123
1641
$178K ﹤0.01%
13,219
+1,724
1642
$175K ﹤0.01%
12,891
1643
$175K ﹤0.01%
3,881
-975
1644
$175K ﹤0.01%
75,489
+58,442
1645
$175K ﹤0.01%
+10,394
1646
$174K ﹤0.01%
+12,052
1647
$174K ﹤0.01%
13,860
1648
$172K ﹤0.01%
+14,525
1649
$168K ﹤0.01%
13,135
-457
1650
$167K ﹤0.01%
10,706
+1,546
64 65
66
67 68