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
1901
– –
-12,774
1902
– –
-5,236
1903
– –
-1,682
1904
– –
-16,533
1905
– –
-11,377
1906
– –
-5,174
1907
– –
-12,129
1908
– –
-4,818
1909
– –
-3,551
1910
– –
-17,326
1911
– –
-3,180
1912
– –
-10,219
1913
– –
-10,609
1914
– –
-83,444
1915
– –
-50,242
1916
– –
-6,766
1917
– –
-3,929
1918
– –
-2,001
1919
– –
-5,396
1920
– –
-14,367
1921
– –
-9,472
1922
– –
-2,263
1923
– –
-22,526
1924
– –
-1,105
1925
– –
-3,262
74 75 76
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