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
476
$3.44M 0.02%
24,197
+3,388
477
$3.4M 0.02%
15,795
+790
478
$3.4M 0.02%
63,606
-3,529
479
$3.38M 0.02%
57,461
-5,660
480
$3.36M 0.02%
74,291
-18,609
481
$3.34M 0.02%
61,762
+891
482
$3.34M 0.02%
24,555
-7,117
483
$3.34M 0.02%
53,874
+2,306
484
$3.32M 0.02%
27,840
-2,819
485
$3.3M 0.02%
7,981
-29
486
$3.29M 0.02%
24,481
-1,192
487
$3.28M 0.02%
16,345
+1,538
488
$3.28M 0.02%
28,866
+4,512
489
$3.27M 0.02%
48,029
-5,164
490
$3.25M 0.02%
71,663
-83,476
491
$3.24M 0.02%
70,672
+6,586
492
$3.24M 0.02%
87,500
+28,012
493
$3.24M 0.02%
10,665
+1,828
494
$3.23M 0.02%
26,531
+12,243
495
$3.23M 0.02%
124,560
-11,275
496
$3.2M 0.02%
5,261
-527
497
$3.2M 0.02%
60,386
-4,419
498
$3.2M 0.02%
42,542
-5,152
499
$3.19M 0.02%
23,965
+2,956
500
$3.16M 0.02%
30,890
-11,612
18 19
20
21 22