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
1801
$9K ﹤0.01%
10,550
1802
$9K ﹤0.01%
47,500
1803
– –
0
1804
$9K ﹤0.01%
63,073
1805
$8K ﹤0.01%
+17
1806
$8K ﹤0.01%
17,700
1807
$6K ﹤0.01%
+35,718
1808
$5K ﹤0.01%
1,058
1809
– –
0
1810
$5K ﹤0.01%
+12,696
1811
$4K ﹤0.01%
1,005
1812
$1K ﹤0.01%
11,800
1813
– –
-3,243
1814
– –
-7,490
1815
– –
-15,001
1816
– –
-2,626
1817
– –
-2,565
1818
– –
-26,034
1819
– –
-2,593
1820
– –
-4,376
1821
– –
-13,669
1822
– –
-2,639
1823
– –
-8,048
1824
– –
-2,883
1825
– –
-141
71 72
73
74 75