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
1026
$730K ﹤0.01%
7,253
+128
1027
$725K ﹤0.01%
10,384
+365
1028
$725K ﹤0.01%
30,398
+105
1029
$724K ﹤0.01%
7,725
+748
1030
$724K ﹤0.01%
11,882
-50
1031
$724K ﹤0.01%
12,534
+3,679
1032
$723K ﹤0.01%
67,770
+1,473
1033
$719K ﹤0.01%
2,382
-60
1034
$718K ﹤0.01%
17,328
-1,145
1035
$716K ﹤0.01%
18,946
+748
1036
$715K ﹤0.01%
39,869
-834
1037
$714K ﹤0.01%
7,399
+44
1038
$714K ﹤0.01%
7,443
-311
1039
$714K ﹤0.01%
1,731
-14,571
1040
$711K ﹤0.01%
9,756
-139
1041
$709K ﹤0.01%
8,317
+1,857
1042
$705K ﹤0.01%
1,715
+347
1043
$705K ﹤0.01%
51,157
-3,025
1044
$703K ﹤0.01%
82,739
+11,640
1045
$703K ﹤0.01%
2,209
-23
1046
$702K ﹤0.01%
19,443
+809
1047
$702K ﹤0.01%
74,253
-6,602
1048
$700K ﹤0.01%
15,239
+4,121
1049
$700K ﹤0.01%
30,741
+5,877
1050
$699K ﹤0.01%
25,981
+2,142
40 41
42
43 44