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
176
$14.7M 0.09%
403,780
+24,645
177
$14.7M 0.09%
31,263
-3,242
178
$14.6M 0.09%
221,393
+21,604
179
$14.6M 0.09%
285,645
-47,745
180
$14.3M 0.08%
31,460
+903
181
$14.3M 0.08%
177,513
+1,600
182
$14M 0.08%
319,947
-38,004
183
$14M 0.08%
163,054
+60,693
184
$13.8M 0.08%
613,203
+184,145
185
$13.6M 0.08%
173,720
+13,399
186
$13.3M 0.08%
452,779
-50,296
187
$13.2M 0.08%
575,991
+234,758
188
$13.2M 0.08%
393,023
-52,154
189
$13.2M 0.08%
108,308
+20,690
190
$13.2M 0.08%
234,184
+167,898
191
$13.1M 0.08%
158,690
+665
192
$13M 0.08%
79,152
+11,259
193
$12.8M 0.08%
271,820
-33,639
194
$12.8M 0.08%
212,937
-70,684
195
$12.7M 0.08%
519,278
+107,765
196
$12.7M 0.08%
203,533
+16,339
197
$12.5M 0.07%
500,683
-19,092
198
$12.5M 0.07%
100,044
-20,651
199
$12.4M 0.07%
279,008
+261,683
200
$12.4M 0.07%
79,800
+2,014
6 7
8
9 10