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
1926
– –
-11,409
1927
– –
-1,450
1928
– –
-5,328
1929
– –
-10,616
1930
– –
-5,021
1931
– –
-18,721
1932
– –
-9,741
1933
– –
-3,330
1934
– –
-13,519
1935
– –
-1,440
1936
– –
-3,647
1937
– –
-29,338
1938
– –
-16,096
1939
– –
-10,154
1940
– –
-2,572
1941
– –
-22,796
1942
– –
-15,986
1943
– –
-12,530
1944
– –
-4,582
1945
– –
-7,187
1946
– –
-1,833
74 75 76 77
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