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
501
$2.99M 0.02%
9,828
+801
502
$2.97M 0.02%
69,312
+2,396
503
$2.97M 0.02%
18,362
+4,258
504
$2.96M 0.02%
44,726
+10,698
505
$2.96M 0.02%
4,532
+92
506
$2.93M 0.02%
28,073
+682
507
$2.9M 0.02%
4,275
-69
508
$2.89M 0.02%
31,976
-1,704
509
$2.89M 0.02%
21,154
+1,429
510
$2.87M 0.02%
28,300
-289
511
$2.87M 0.02%
14,574
-94
512
$2.86M 0.02%
42,840
-24,236
513
$2.85M 0.02%
8,185
+341
514
$2.85M 0.02%
93,019
-1,961
515
$2.83M 0.02%
40,479
-969
516
$2.83M 0.02%
4,611
+173
517
$2.82M 0.02%
11,077
+466
518
$2.82M 0.02%
42,323
-24,815
519
$2.81M 0.02%
59,477
+6,971
520
$2.81M 0.02%
11,974
-573
521
$2.79M 0.02%
104,975
+8,106
522
$2.79M 0.02%
27,575
+7,589
523
$2.77M 0.02%
7,509
+981
524
$2.76M 0.02%
48,432
-479
525
$2.76M 0.02%
51,326
+3,720
19 20
21
22 23