Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $65.6B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$158M
2
+$91.9M
3
+$82.2M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$49.3M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$48.5M

Top Sells

1
+$1.31B
2
+$1.13B
3
+$24.3M
4
MDYG icon
State Street SPDR S&P 400 Mid Cap Growth ETF
MDYG
+$17.8M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$17.7M

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
1851
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-3,929
1852
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-2,001
1853
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-18,835
1854
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-1,250
1855
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-2,070
1856
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-13,689
1857
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-9,089
1858
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-7,549
1859
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-6,093
1860
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-4,590
1861
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-19,187
1862
– –
-2,818
1863
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-5,893
1864
– –
-21,867
1865
– –
-13,254
1866
– –
-19,217
1867
– –
-12,737
1868
– –
-760
1869
– –
-2,379
1870
– –
-7,822
1871
– –
-5,328
1872
– –
-10,616
1873
– –
-5,021
1874
– –
-18,721
1875
– –
-15,001
73 74
75
76 77