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
451
$3.69M 0.02%
72,897
-1,548
452
$3.69M 0.02%
690,039
+32,158
453
$3.68M 0.02%
32,375
-2,096
454
$3.67M 0.02%
83,140
-7,151
455
$3.67M 0.02%
66,286
+8,127
456
$3.67M 0.02%
129,872
+9,734
457
$3.66M 0.02%
79,875
+324
458
$3.65M 0.02%
48,735
-4,441
459
$3.6M 0.02%
1,677
+786
460
$3.59M 0.02%
43,670
-2,075
461
$3.58M 0.02%
134,480
+7,389
462
$3.58M 0.02%
62,712
+1,839
463
$3.57M 0.02%
116,350
-1,175
464
$3.55M 0.02%
40,047
+1,071
465
$3.55M 0.02%
30,157
+4,977
466
$3.53M 0.02%
54,101
+7,075
467
$3.53M 0.02%
124,508
-5,293
468
$3.52M 0.02%
22,792
-172
469
$3.52M 0.02%
225,801
-3,331
470
$3.51M 0.02%
67,085
-842
471
$3.49M 0.02%
38,081
+3,946
472
$3.49M 0.02%
47,692
+6,819
473
$3.47M 0.02%
143,644
+1,519
474
$3.45M 0.02%
138,055
+24,788
475
$3.45M 0.02%
+289,615
17 18
19
20 21