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
851
$1.07M 0.01%
46,905
-7,395
852
$1.07M 0.01%
64,163
+22,500
853
$1.07M 0.01%
3,168
+532
854
$1.07M 0.01%
29,116
-11,427
855
$1.07M 0.01%
19,844
-9
856
$1.07M 0.01%
37,765
+28,165
857
$1.06M 0.01%
19,156
-2,458
858
$1.06M 0.01%
2,806
+583
859
$1.06M 0.01%
5,165
+3,635
860
$1.05M 0.01%
71,156
-28,037
861
$1.05M 0.01%
16,203
+775
862
$1.05M 0.01%
18,858
+2,252
863
$1.05M 0.01%
9,775
+168
864
$1.05M 0.01%
4,806
+418
865
$1.05M 0.01%
9,855
+647
866
$1.04M 0.01%
10,619
-864
867
$1.04M 0.01%
37,474
-1,900
868
$1.04M 0.01%
12,184
-364
869
$1.04M 0.01%
5,506
-567
870
$1.04M 0.01%
9,130
-1,569
871
$1.04M 0.01%
10,203
+2,109
872
$1.04M 0.01%
19,033
-4,515
873
$1.03M 0.01%
23,900
+4,169
874
$1.03M 0.01%
4,282
+410
875
$1.02M 0.01%
17,536
+9,993
33 34
35
36 37