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
176
$13.5M 0.08%
52,035
-1,117
177
$13.3M 0.08%
129,411
-21,770
178
$13.2M 0.08%
28,539
+2,096
179
$13.2M 0.08%
121,266
-9,893
180
$13.1M 0.08%
152,731
+6,450
181
$13.1M 0.08%
479,419
+416,915
182
$12.9M 0.08%
195,028
-4,679
183
$12.9M 0.08%
57,914
+4,463
184
$12.8M 0.08%
189,878
+15,555
185
$12.8M 0.08%
226,355
+5,350
186
$12.8M 0.08%
49,764
+2,478
187
$12.7M 0.08%
95,309
-4,705
188
$12.6M 0.08%
569,372
-43,644
189
$12.6M 0.08%
92,322
+4,583
190
$12.3M 0.08%
54,881
-6,714
191
$12.3M 0.08%
138,788
+9,367
192
$12.3M 0.08%
70,780
-5,221
193
$12.2M 0.08%
202,910
-4,160
194
$12.2M 0.08%
142,442
+118,736
195
$12.2M 0.08%
390,484
+31,294
196
$12.1M 0.08%
28,238
-3,292
197
$12.1M 0.07%
77,221
-2,390
198
$12M 0.07%
218,188
+44,131
199
$11.8M 0.07%
335,389
-6,960
200
$11.8M 0.07%
170,373
+7,562
6 7
8
9 10