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
1676
$145K ﹤0.01%
16,407
+1,537
1677
$143K ﹤0.01%
+15,699
1678
$142K ﹤0.01%
12,525
-255
1679
$141K ﹤0.01%
20,265
+908
1680
$136K ﹤0.01%
+15,194
1681
$136K ﹤0.01%
11,226
-139
1682
$136K ﹤0.01%
27,882
+1,904
1683
$136K ﹤0.01%
16,576
-665
1684
$134K ﹤0.01%
+18,025
1685
$134K ﹤0.01%
13,054
+407
1686
$133K ﹤0.01%
5,156
+1,208
1687
$132K ﹤0.01%
+13,945
1688
$130K ﹤0.01%
16,303
+1,380
1689
$129K ﹤0.01%
12,056
+148
1690
$129K ﹤0.01%
+10,122
1691
$128K ﹤0.01%
11,613
1692
$128K ﹤0.01%
25,071
-507
1693
$126K ﹤0.01%
74,590
+4,560
1694
$125K ﹤0.01%
36,304
+477
1695
$125K ﹤0.01%
14,004
+1,530
1696
$125K ﹤0.01%
20,206
+3,043
1697
$124K ﹤0.01%
+11,460
1698
$122K ﹤0.01%
24,411
-180
1699
$120K ﹤0.01%
16,792
-3,366
1700
$120K ﹤0.01%
50,870
-26,054
66 67
68
69 70