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
501
$3.14M 0.02%
12,736
+1,457
502
$3.11M 0.02%
38,919
+176
503
$3.09M 0.02%
13,835
-1,086
504
$3M 0.02%
87,238
+3,988
505
$3M 0.02%
43,939
-1,339
506
$3M 0.02%
68,691
+62,811
507
$3M 0.02%
54,024
+16,070
508
$2.99M 0.02%
65,288
-14,699
509
$2.97M 0.02%
23,234
-19,045
510
$2.95M 0.02%
45,141
+3,906
511
$2.94M 0.02%
174,730
-2,550
512
$2.94M 0.02%
41,622
+2,248
513
$2.92M 0.02%
44,687
-1,688
514
$2.9M 0.02%
27,489
+808
515
$2.89M 0.02%
14,267
+454
516
$2.86M 0.02%
20,926
-172
517
$2.85M 0.02%
97,368
+5,380
518
$2.83M 0.02%
16,156
-989
519
$2.83M 0.02%
21,634
+410
520
$2.82M 0.02%
34,727
+1,894
521
$2.81M 0.02%
47,761
+29,678
522
$2.81M 0.02%
78,688
+5,166
523
$2.81M 0.02%
106,030
+35,173
524
$2.8M 0.02%
43,005
-10,461
525
$2.8M 0.02%
51,353
-2,383
19 20
21
22 23