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
526
$2.8M 0.02%
47,521
-12,496
527
$2.79M 0.02%
74,689
-5,020
528
$2.79M 0.02%
11,320
+717
529
$2.76M 0.02%
85,696
-8,825
530
$2.75M 0.02%
28,720
+513
531
$2.74M 0.02%
20,606
-1,961
532
$2.74M 0.02%
87,818
+6,146
533
$2.73M 0.02%
70,540
-11,295
534
$2.73M 0.02%
64,702
+1,123
535
$2.73M 0.02%
139,334
-1,140
536
$2.71M 0.02%
25,556
-1,834
537
$2.68M 0.02%
42,033
-116
538
$2.67M 0.02%
31,182
+2,104
539
$2.66M 0.02%
32,334
+5,700
540
$2.65M 0.02%
28,155
-3,688
541
$2.64M 0.02%
11,805
-1,598
542
$2.64M 0.02%
116,253
+4,030
543
$2.64M 0.02%
55,654
-12,348
544
$2.63M 0.02%
19,350
+125
545
$2.62M 0.02%
75,492
+3,294
546
$2.6M 0.02%
123,983
-1,874
547
$2.56M 0.02%
31,981
-2,121
548
$2.54M 0.02%
85,612
+9,011
549
$2.54M 0.02%
28,559
+1,285
550
$2.53M 0.02%
106,710
+1,750
20 21
22
23 24