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
451
$3.6M 0.02%
83,611
+27,042
452
$3.6M 0.02%
64,895
-16,427
453
$3.59M 0.02%
86,367
+9,791
454
$3.58M 0.02%
47,442
+15,622
455
$3.57M 0.02%
47,865
+5,886
456
$3.54M 0.02%
45,547
+1,380
457
$3.53M 0.02%
77,431
-12,283
458
$3.52M 0.02%
76,981
+1,720
459
$3.52M 0.02%
70,239
+13,344
460
$3.51M 0.02%
60,109
+7,623
461
$3.51M 0.02%
48,812
+3,683
462
$3.5M 0.02%
171,885
+20,495
463
$3.49M 0.02%
20,047
-203
464
$3.49M 0.02%
132,380
+1,888
465
$3.46M 0.02%
51,761
-9,828
466
$3.45M 0.02%
218,865
+24,205
467
$3.45M 0.02%
66,148
-1,070
468
$3.44M 0.02%
97,336
-1,108
469
$3.42M 0.02%
24,655
-311
470
$3.4M 0.02%
20,435
-283
471
$3.39M 0.02%
620,764
+61,068
472
$3.38M 0.02%
13,243
+441
473
$3.36M 0.02%
71,472
-2,795
474
$3.28M 0.02%
62,287
-11,459
475
$3.26M 0.02%
11,556
+395
17 18
19
20 21