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
401
$4.54M 0.03%
118,455
+800
402
$4.5M 0.03%
31,946
+572
403
$4.5M 0.03%
66,775
+5,570
404
$4.49M 0.03%
128,762
+7,221
405
$4.48M 0.03%
16,354
+2,513
406
$4.43M 0.03%
49,822
+52
407
$4.43M 0.03%
21,677
-1,900
408
$4.42M 0.03%
15,094
+53
409
$4.39M 0.03%
27,509
+1,412
410
$4.34M 0.03%
17,081
+1,204
411
$4.33M 0.03%
42,828
-232
412
$4.29M 0.03%
50,243
+1,788
413
$4.27M 0.03%
21,250
+12,981
414
$4.25M 0.03%
129,244
-10,657
415
$4.2M 0.03%
96,842
+3,373
416
$4.2M 0.03%
99,116
-10
417
$4.12M 0.03%
25,340
-1,555
418
$4.1M 0.03%
31,737
-502
419
$4.09M 0.03%
34,191
+2,252
420
$4.03M 0.02%
25,730
+154
421
$4.03M 0.02%
46,161
+12,808
422
$4.02M 0.02%
31,079
+5,897
423
$4.02M 0.02%
11,603
+2,493
424
$4.02M 0.02%
101,508
-12,733
425
$4M 0.02%
34,495
-17,484
15 16
17
18 19