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
526
$2.75M 0.02%
40,159
+7,114
527
$2.75M 0.02%
85,980
-885
528
$2.75M 0.02%
7,804
-1
529
$2.75M 0.02%
64,304
-4,252
530
$2.74M 0.02%
108,466
-64,476
531
$2.74M 0.02%
41,592
-2,710
532
$2.73M 0.02%
11,172
-398
533
$2.72M 0.02%
33,946
-212
534
$2.69M 0.02%
114,163
+9,106
535
$2.69M 0.02%
14,412
-945
536
$2.66M 0.02%
31,914
-7,551
537
$2.65M 0.02%
46,657
-1,047
538
$2.65M 0.02%
39,074
+1,007
539
$2.64M 0.02%
59,400
540
$2.64M 0.02%
33,617
+3,368
541
$2.62M 0.02%
30,567
+4,952
542
$2.62M 0.02%
18,840
+277
543
$2.59M 0.02%
63,359
-17,072
544
$2.57M 0.02%
12,122
-984
545
$2.56M 0.02%
104,735
+5,980
546
$2.53M 0.02%
104,214
+47
547
$2.51M 0.02%
12,953
+151
548
$2.49M 0.02%
3,830
+436
549
$2.48M 0.02%
107,422
+8,715
550
$2.48M 0.02%
10,849
+3,315
20 21
22
23 24