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
426
$3.97M 0.02%
188,778
-56,678
427
$3.96M 0.02%
98,879
-88
428
$3.93M 0.02%
74,905
+375
429
$3.93M 0.02%
93,956
+14,851
430
$3.91M 0.02%
55,236
+20,503
431
$3.9M 0.02%
293,961
-322
432
$3.9M 0.02%
34,220
+16,513
433
$3.89M 0.02%
119,484
+1,368
434
$3.85M 0.02%
48,212
-377
435
$3.85M 0.02%
21,108
+1,189
436
$3.82M 0.02%
84,727
+176
437
$3.81M 0.02%
53,272
-4,822
438
$3.81M 0.02%
232,770
-1,145
439
$3.81M 0.02%
22,126
-2,535
440
$3.78M 0.02%
38,039
-6,370
441
$3.75M 0.02%
19,075
+654
442
$3.75M 0.02%
18,162
+2,306
443
$3.72M 0.02%
131,217
+9,781
444
$3.72M 0.02%
28,983
-863
445
$3.71M 0.02%
71,796
+11,410
446
$3.71M 0.02%
90,382
-4,354
447
$3.71M 0.02%
35,232
-2,136
448
$3.7M 0.02%
94,838
+35,135
449
$3.69M 0.02%
21,751
+1,127
450
$3.69M 0.02%
92,993
-9,544
16 17
18
19 20