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
26
$113M 0.7%
1,270,065
-113,647
27
$111M 0.69%
666,040
+37,880
28
$109M 0.68%
1,307,813
-27,763
29
$100M 0.62%
3,051,808
+24,566
30
$96.8M 0.6%
863,301
-18,874
31
$93.2M 0.58%
305,088
-9,646
32
$93M 0.57%
849,695
-6,751
33
$92M 0.57%
3,594,480
+796,580
34
$89.8M 0.55%
1,889,631
+94,592
35
$86.2M 0.53%
207,696
+4,149
36
$86.1M 0.53%
288,115
+17,862
37
$84.6M 0.52%
1,102,249
+321,060
38
$82.9M 0.51%
572,360
+125,020
39
$76.2M 0.47%
1,813,214
+15,513
40
$73.8M 0.46%
219,500
-10,370
41
$71.8M 0.44%
2,665,132
-1,285,406
42
$71.5M 0.44%
3,796,722
-32,646
43
$69.3M 0.43%
479,080
+34,660
44
$63.4M 0.39%
179,862
-5,334
45
$63.1M 0.39%
367,447
-24,211
46
$62.2M 0.38%
1,036,307
+8,124
47
$61.2M 0.38%
2,281,308
-557,106
48
$60.3M 0.37%
807,666
+11,779
49
$59M 0.36%
183,995
-15,870
50
$59M 0.36%
344,918
+14,872
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