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
776
$1.3M 0.01%
15,176
-119
777
$1.3M 0.01%
10,860
+3,854
778
$1.3M 0.01%
21,566
+1,024
779
$1.3M 0.01%
26,493
-5,010
780
$1.29M 0.01%
22,774
+7,304
781
$1.29M 0.01%
17,865
-578
782
$1.29M 0.01%
17,835
+1,130
783
$1.28M 0.01%
3,840
+82
784
$1.28M 0.01%
20,965
+1,170
785
$1.27M 0.01%
10,982
+8,916
786
$1.27M 0.01%
7,183
+1,378
787
$1.27M 0.01%
15,000
-35,000
788
$1.27M 0.01%
14,598
-1,334
789
$1.27M 0.01%
8,426
+878
790
$1.26M 0.01%
11,388
+1,292
791
$1.26M 0.01%
39,134
-4,233
792
$1.26M 0.01%
16,394
-1,194
793
$1.25M 0.01%
25,685
+366
794
$1.25M 0.01%
4,970
-10,823
795
$1.25M 0.01%
7,454
+452
796
$1.25M 0.01%
58,764
-267
797
$1.24M 0.01%
19,996
+1,596
798
$1.22M 0.01%
37,124
-1,229
799
$1.22M 0.01%
18,553
+1,230
800
$1.22M 0.01%
42,695
-222
30 31
32
33 34