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
651
$1.84M 0.01%
16,834
-35
652
$1.84M 0.01%
11,528
+1,690
653
$1.83M 0.01%
18,948
-417
654
$1.83M 0.01%
43,663
-12,756
655
$1.82M 0.01%
77,087
+1,589
656
$1.81M 0.01%
19,718
+1,663
657
$1.81M 0.01%
9,597
+940
658
$1.81M 0.01%
6,018
+323
659
$1.81M 0.01%
166,457
-29,516
660
$1.81M 0.01%
+43,436
661
$1.8M 0.01%
8,647
+2,256
662
$1.8M 0.01%
17,007
-2,890
663
$1.8M 0.01%
12,867
-2,202
664
$1.79M 0.01%
21,192
-140
665
$1.79M 0.01%
6,542
-113
666
$1.77M 0.01%
5,045
+643
667
$1.77M 0.01%
15,470
-2,625
668
$1.77M 0.01%
9,728
+499
669
$1.76M 0.01%
35,920
+74
670
$1.74M 0.01%
16,006
-364
671
$1.74M 0.01%
88,923
-1,191
672
$1.74M 0.01%
+34,002
673
$1.73M 0.01%
42,552
-4,795
674
$1.73M 0.01%
47,721
-6,397
675
$1.73M 0.01%
24,889
+1,630
25 26
27
28 29