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
551
$2.53M 0.02%
23,673
+18,617
552
$2.52M 0.02%
8,959
-1,127
553
$2.52M 0.02%
20,084
+2,859
554
$2.52M 0.02%
45,266
-1,472
555
$2.5M 0.02%
11,863
+7,291
556
$2.49M 0.02%
32,016
+2,177
557
$2.48M 0.02%
13,355
+172
558
$2.46M 0.02%
65,020
-9,141
559
$2.46M 0.02%
94,100
-150
560
$2.46M 0.02%
117,787
+11,930
561
$2.44M 0.01%
50,090
+8,044
562
$2.43M 0.01%
180,171
+116,829
563
$2.42M 0.01%
20,386
+238
564
$2.42M 0.01%
16,137
+544
565
$2.42M 0.01%
267,406
+48,312
566
$2.4M 0.01%
14,720
+976
567
$2.4M 0.01%
17,461
+3,619
568
$2.39M 0.01%
36,009
+1,126
569
$2.39M 0.01%
12,737
+254
570
$2.37M 0.01%
10,181
+298
571
$2.37M 0.01%
37,460
+786
572
$2.35M 0.01%
17,094
-4,190
573
$2.32M 0.01%
72,984
-22,613
574
$2.32M 0.01%
5,872
-43
575
$2.31M 0.01%
44,315
-793
21 22
23
24 25