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
1051
$699K ﹤0.01%
17,823
1052
$698K ﹤0.01%
7,476
+1,472
1053
$698K ﹤0.01%
688
+79
1054
$697K ﹤0.01%
2,747
-1,503
1055
$696K ﹤0.01%
3,851
+271
1056
$695K ﹤0.01%
30,376
+1,722
1057
$694K ﹤0.01%
6,563
+649
1058
$693K ﹤0.01%
37,043
+3,492
1059
$693K ﹤0.01%
34,410
+891
1060
$692K ﹤0.01%
15,463
-505
1061
$690K ﹤0.01%
7,228
+79
1062
$690K ﹤0.01%
6,467
-146
1063
$690K ﹤0.01%
24,201
-1,099
1064
$689K ﹤0.01%
4,857
+62
1065
$688K ﹤0.01%
14,638
+1,080
1066
$687K ﹤0.01%
11,778
+822
1067
$683K ﹤0.01%
2,249
+110
1068
$682K ﹤0.01%
1,796
-22
1069
$681K ﹤0.01%
+13,493
1070
$677K ﹤0.01%
38,032
-1,444
1071
$677K ﹤0.01%
4,284
+172
1072
$675K ﹤0.01%
33,550
-1,061
1073
$675K ﹤0.01%
5,643
+113
1074
$672K ﹤0.01%
28,298
+10,251
1075
$672K ﹤0.01%
10,840
+170
41 42
43
44 45