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
51
$58.5M 0.36%
116,420
+6,980
52
$55.5M 0.34%
907,652
-7,126
53
$50.9M 0.31%
802,897
+109,341
54
$50.4M 0.31%
987,203
+26,485
55
$46.8M 0.29%
552,796
+49,638
56
$46.8M 0.29%
317,826
-22,659
57
$46.2M 0.29%
1,572,000
+52,890
58
$44.9M 0.28%
269,229
+8,021
59
$44.2M 0.27%
386,153
+5,906
60
$44.1M 0.27%
746,886
+103,188
61
$43.7M 0.27%
193,572
-338
62
$42.6M 0.26%
107,058
-2,160
63
$42.5M 0.26%
268,231
+20,099
64
$41.7M 0.26%
1,371,292
+50,205
65
$41.6M 0.26%
807,205
-12,400
66
$41.5M 0.26%
253,771
-11,375
67
$40.1M 0.25%
296,519
+10,276
68
$39.2M 0.24%
1,003,005
+270,036
69
$38.7M 0.24%
245,629
-14,812
70
$37.3M 0.23%
154,548
+2,231
71
$37.1M 0.23%
169,491
+1,146
72
$36.6M 0.23%
1,402,119
+12,205
73
$35.7M 0.22%
1,745,664
-330,344
74
$35.6M 0.22%
85,935
+4,139
75
$33.9M 0.21%
703,224
+17,700
1 2
3
4 5