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
– –
-17,861
1877
– –
-8,623
1878
$0 ﹤0.01%
30,037
-652
1879
– –
-9,296
1880
– –
-7,549
1881
– –
-5,893
1882
$0 ﹤0.01%
24,433
-512
1883
– –
-8,806
1884
– –
-1,113
1885
– –
-16,726
1886
– –
-585
1887
– –
-11,195
1888
– –
-13,061
1889
– –
-5,224
1890
– –
-7,721
1891
– –
-3,561
1892
– –
-8,864
1893
– –
-6,050
1894
– –
-13,000
1895
– –
-316
1896
– –
-12,169
1897
– –
-3,731
1898
– –
-22,264
1899
– –
-7,810
1900
– –
-10,190
74 75
76
77 78