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
1851
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-5,627
1852
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-38,525
1853
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-18,835
1854
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-10,000
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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-6,093
1859
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-4,590
1860
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-19,187
1861
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-2,818
1862
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-21,867
1863
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-13,254
1864
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-19,217
1865
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-12,737
1866
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-760
1867
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-2,379
1868
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-7,822
1869
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-10,829
1870
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-6,251
1871
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-18,326
1872
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-11,956
1873
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-29,301
1874
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-4,868
1875
– –
-3,000
73 74
75
76 77