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
601
$2.16M 0.01%
24,237
+554
602
$2.15M 0.01%
14,230
-2,939
603
$2.15M 0.01%
87,168
-37,188
604
$2.1M 0.01%
33,248
+5,535
605
$2.1M 0.01%
9,704
+524
606
$2.1M 0.01%
25,440
-1,461
607
$2.09M 0.01%
999
+53
608
$2.08M 0.01%
9,473
+2,251
609
$2.08M 0.01%
99,109
-12,338
610
$2.07M 0.01%
53,144
-831
611
$2.06M 0.01%
41,201
-187,090
612
$2.06M 0.01%
11,282
+448
613
$2.06M 0.01%
38,787
-1,289
614
$2.06M 0.01%
5,558
+785
615
$2.06M 0.01%
30,133
-2,568
616
$2.05M 0.01%
3,805
+452
617
$2.04M 0.01%
18,897
-2,942
618
$2.02M 0.01%
42,990
+5,154
619
$2.02M 0.01%
76,609
+329
620
$2.01M 0.01%
10,414
+1,928
621
$2.01M 0.01%
46,303
-27,109
622
$2M 0.01%
16,326
+504
623
$1.99M 0.01%
25,615
-2,056
624
$1.98M 0.01%
11,451
+3,893
625
$1.97M 0.01%
8,960
+1,149
23 24
25
26 27