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
$16.2B
AUM Growth
+$1.88B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,881
New
Increased
Reduced
Closed

Top Buys

1
+$165M
2
+$151M
3
+$93.5M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$87.9M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$69.7M

Top Sells

1
+$34.6M
2
+$30.6M
3
+$17.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.1M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$14.9M

Sector Composition

1 Technology 9.27%
2 Financials 4.13%
3 Consumer Discretionary 3.88%
4 Healthcare 3.74%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
– –
-1,367
1802
– –
-14,695
1803
– –
-11,731
1804
– –
-3,520
1805
– –
-7,722
1806
– –
-15,813
1807
– –
-1,500
1808
– –
-1,864
1809
– –
-11,887
1810
– –
-7,899
1811
– –
-9,676
1812
– –
-35,742
1813
– –
-4,978
1814
– –
-10,252
1815
– –
-10,089
1816
– –
-10,067
1817
– –
-5,007
1818
– –
-14,714
1819
– –
-1,432
1820
– –
-2,741
1821
– –
-118,888
1822
– –
-3,098
1823
– –
-5,489
1824
– –
-10,665
1825
– –
-20,000
71 72
73
74 75