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 9.26%
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
1826
– –
-26,475
1827
– –
-57,587
1828
– –
-11,731
1829
– –
-1,500
1830
– –
-1,864
1831
– –
-11,887
1832
– –
-7,899
1833
– –
-9,676
1834
– –
-35,742
1835
– –
-4,978
1836
– –
-10,252
1837
– –
-10,089
1838
– –
-5,991
1839
– –
-1,035
1840
– –
-2,156
1841
– –
-10,362
1842
– –
-7,979
1843
– –
-7,011
1844
– –
-80
1845
– –
-12,184
1846
– –
-4,382
1847
– –
-3,456
1848
– –
0
1849
– –
-781
1850
– –
-5,973
71 72 73
74
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