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
1826
– –
-3,609
1827
– –
-37,268
1828
– –
-18,537
1829
– –
-5,869
1830
– –
-13,787
1831
– –
-437
1832
– –
-11,183
1833
– –
-33,753
1834
– –
-12,813
1835
– –
-8,198
1836
– –
-1,086
1837
– –
-5,508
1838
– –
-4,487
1839
– –
-13,651
1840
– –
-3,294
1841
– –
-832
1842
– –
-4,047
1843
– –
-11,056
1844
– –
-10,919
1845
– –
-10,000
1846
– –
-27,119
1847
– –
-11,632
1848
– –
-6,512
1849
– –
-7,057
1850
– –
-7,966
72 73
74
75 76