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
151
$17.7M 0.1%
148,707
+19,026
152
$17.6M 0.1%
34,715
-2,980
153
$17.5M 0.1%
693,422
+100,409
154
$17.4M 0.1%
77,311
+5,843
155
$17.4M 0.1%
95,347
+88,741
156
$17M 0.1%
371,854
-26,338
157
$16.9M 0.1%
676,392
-28,604
158
$16.9M 0.1%
729,645
+276,317
159
$16.6M 0.1%
336,497
-16,647
160
$16.5M 0.1%
106,481
+3,532
161
$16.4M 0.1%
369,905
+154,914
162
$16.4M 0.1%
688,356
+18,334
163
$16.3M 0.1%
261,826
+230,299
164
$16.2M 0.1%
196,687
+7,777
165
$16M 0.1%
946,372
+38,777
166
$16M 0.1%
41,423
+19,152
167
$15.9M 0.09%
646,997
+154,723
168
$15.8M 0.09%
291,664
+75,592
169
$15.8M 0.09%
118,137
-28,851
170
$15.4M 0.09%
160,111
-2,402
171
$15.3M 0.09%
592,600
-98,978
172
$15.3M 0.09%
146,080
-14,603
173
$15.3M 0.09%
161,730
+3,563
174
$15M 0.09%
375,071
-18,818
175
$14.8M 0.09%
534,780
-5,440
5 6
7
8 9