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
– –
-7,057
1902
– –
-5,627
1903
– –
-38,525
1904
– –
-18,835
1905
– –
-10,000
1906
– –
-2,070
1907
– –
-13,689
1908
– –
-9,089
1909
– –
-6,093
1910
– –
-4,590
1911
– –
-19,187
1912
– –
-2,818
1913
– –
-21,867
1914
– –
-13,254
1915
– –
-19,217
1916
– –
-12,737
1917
– –
-760
1918
– –
-2,379
1919
– –
-7,822
1920
– –
-5,328
1921
– –
-10,616
1922
– –
-5,021
1923
– –
-18,721
1924
– –
-3,330
1925
– –
-13,519
74 75 76
77
78