Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $67.6B
1-Year Est. Return 18.33%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.33%
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
+$166M
2
+$147M
3
+$93.8M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$88.8M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$70.6M

Top Sells

1
+$34.7M
2
+$29.6M
3
+$16.2M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$16.2M
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
1851
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-625
1852
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1853
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-57,500
1854
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-5,007
1855
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-14,714
1856
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1857
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-2,741
1858
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-1,533
1859
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-118,888
1860
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-3,098
1861
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-5,489
1862
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-29,854
1863
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-10,665
1864
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-20,000
1865
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-29,945
1866
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-2,204
1867
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-43,468
1868
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-13,272
1869
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-11,053
1870
– –
-1,500
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