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
1651
$166K ﹤0.01%
20,560
-1,069
1652
$165K ﹤0.01%
10,867
+732
1653
$163K ﹤0.01%
22,018
-6,405
1654
$163K ﹤0.01%
29,690
-4,922
1655
$163K ﹤0.01%
+13,768
1656
$162K ﹤0.01%
23,287
+2,963
1657
$162K ﹤0.01%
35,132
+5,370
1658
$162K ﹤0.01%
+31,445
1659
$161K ﹤0.01%
+12,300
1660
$161K ﹤0.01%
21,952
1661
$161K ﹤0.01%
22,240
-1,515
1662
$160K ﹤0.01%
+26,409
1663
$160K ﹤0.01%
+32,363
1664
$160K ﹤0.01%
18,202
-364
1665
$159K ﹤0.01%
19,651
+2,971
1666
$156K ﹤0.01%
17,395
1667
$155K ﹤0.01%
12,407
-334
1668
$153K ﹤0.01%
16,419
+563
1669
$151K ﹤0.01%
11,599
-121
1670
$151K ﹤0.01%
22,947
+192
1671
$150K ﹤0.01%
10,798
+20
1672
$148K ﹤0.01%
14,278
-7,638
1673
$147K ﹤0.01%
15,742
+29
1674
$146K ﹤0.01%
20,711
-15,077
1675
$146K ﹤0.01%
25,000
-200
65 66
67
68 69