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
1751
$64K ﹤0.01%
10,902
+589
1752
$62K ﹤0.01%
+762
1753
$62K ﹤0.01%
770
+6
1754
$60K ﹤0.01%
10,008
1755
$59K ﹤0.01%
11,214
-2,007
1756
$59K ﹤0.01%
15,057
-5,421
1757
$58K ﹤0.01%
10,860
1758
$57K ﹤0.01%
16,988
-3,554
1759
$57K ﹤0.01%
13,973
+637
1760
$56K ﹤0.01%
16,034
1761
$55K ﹤0.01%
2,501
+302
1762
$54K ﹤0.01%
14,768
+3,849
1763
$54K ﹤0.01%
5,325
1764
$53K ﹤0.01%
34,004
+6,232
1765
$53K ﹤0.01%
21,740
+314
1766
$52K ﹤0.01%
18,153
-1,589
1767
$52K ﹤0.01%
42,062
+264
1768
$50K ﹤0.01%
42,300
+2,100
1769
$50K ﹤0.01%
29,500
1770
$49K ﹤0.01%
2,739
-5
1771
$48K ﹤0.01%
2,014
1772
$47K ﹤0.01%
18,447
1773
$47K ﹤0.01%
4,128
-3,401
1774
$46K ﹤0.01%
16,726
1775
$44K ﹤0.01%
+19,616
69 70
71
72 73