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
401
$4.45M 0.03%
52,665
-1,315
402
$4.39M 0.03%
124,252
+18,753
403
$4.39M 0.03%
11,380
+61
404
$4.38M 0.03%
77,948
-6,185
405
$4.38M 0.03%
25,127
+3,469
406
$4.35M 0.03%
29,800
-1,400
407
$4.33M 0.03%
108,626
-91,281
408
$4.26M 0.03%
102,106
+40,621
409
$4.26M 0.03%
13,833
-84
410
$4.23M 0.03%
91,472
+4,349
411
$4.18M 0.03%
59,801
-2,223
412
$4.17M 0.03%
26,436
+1,656
413
$4.13M 0.03%
86,667
-9,801
414
$4.13M 0.03%
71,079
-117
415
$4.08M 0.03%
44,685
+9,720
416
$4.07M 0.02%
31,314
-2,228
417
$4.05M 0.02%
71,611
-14,614
418
$4.04M 0.02%
100,864
+24,757
419
$4.04M 0.02%
57,506
+10,996
420
$4.02M 0.02%
19,624
-484
421
$4M 0.02%
111,925
+2,432
422
$4M 0.02%
45,765
+21,456
423
$4M 0.02%
83,290
-17,064
424
$3.98M 0.02%
245,178
-54,741
425
$3.97M 0.02%
16,869
-782
15 16
17
18 19