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
$16.3B
AUM Growth
-$642M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,961
New
Increased
Reduced
Closed

Top Buys

1
+$217M
2
+$181M
3
+$134M
4
IMTM icon
iShares MSCI Intl Momentum Factor ETF
IMTM
+$95.4M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$93M

Top Sells

1
+$62.9M
2
+$26M
3
+$26M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$17.8M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.69M

Sector Composition

1 Technology 7.64%
2 Financials 4.41%
3 Healthcare 3.96%
4 Consumer Discretionary 2.9%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.78M 0.05%
132,612
+7,615
252
$8.75M 0.05%
106,710
-1,006
253
$8.56M 0.05%
79,081
+7,585
254
$8.48M 0.05%
42,116
+2,284
255
$8.38M 0.05%
4,788
-64
256
$8.32M 0.05%
168,976
-1,168
257
$8.27M 0.05%
50,075
-6,423
258
$8.17M 0.05%
36,916
+12,221
259
$8.15M 0.05%
341,233
+172,353
260
$8.13M 0.05%
59,446
+9,888
261
$8.06M 0.05%
71,195
+1,606
262
$7.99M 0.05%
94,564
+14,190
263
$7.83M 0.05%
148,770
+18,324
264
$7.8M 0.05%
294,965
+76,735
265
$7.75M 0.05%
320,549
-8,596
266
$7.71M 0.05%
162,822
+29,212
267
$7.68M 0.05%
36,588
+246
268
$7.68M 0.05%
169,470
+50,348
269
$7.61M 0.05%
165,257
-7,390
270
$7.54M 0.05%
149,838
+9,113
271
$7.54M 0.05%
43,731
-4,227
272
$7.51M 0.05%
105,352
+15,674
273
$7.5M 0.05%
79,495
-4,118
274
$7.48M 0.05%
32,921
+2,408
275
$7.42M 0.05%
24,973
+1,026
9 10
11
12 13