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
1876
– –
-6,766
1877
– –
-3,929
1878
– –
-2,001
1879
– –
-5,396
1880
– –
-14,367
1881
– –
-9,472
1882
– –
-2,263
1883
– –
-22,526
1884
– –
-1,105
1885
– –
-3,262
1886
– –
-11,409
1887
– –
-1,450
1888
– –
-1,086
1889
– –
-5,508
1890
– –
-4,487
1891
– –
-13,651
1892
– –
-3,294
1893
– –
-832
1894
– –
-4,047
1895
– –
-11,056
1896
– –
-10,919
1897
– –
-10,000
1898
– –
-27,119
1899
– –
-11,632
1900
– –
-6,512
74 75
76
77 78