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
601
$2.11M 0.01%
36,769
-3,588
602
$2.11M 0.01%
76,970
-10,203
603
$2.1M 0.01%
37,876
-1,756
604
$2.06M 0.01%
33,806
+6,715
605
$2.05M 0.01%
31,527
-2,351
606
$2.04M 0.01%
22,688
-2,760
607
$2.03M 0.01%
57,211
-4,881
608
$2.03M 0.01%
14,335
-55
609
$2.02M 0.01%
175,471
+19,422
610
$2.02M 0.01%
47,662
+12,774
611
$2.02M 0.01%
103,872
+3,506
612
$2.01M 0.01%
58,745
+2,263
613
$1.98M 0.01%
33,230
-5,594
614
$1.98M 0.01%
8,406
-13
615
$1.98M 0.01%
12,561
+1,218
616
$1.97M 0.01%
38,643
-1,281
617
$1.95M 0.01%
66,235
+8,045
618
$1.95M 0.01%
23,261
+6,159
619
$1.95M 0.01%
72,400
-11,916
620
$1.94M 0.01%
19,272
-34
621
$1.91M 0.01%
29,777
-2,491
622
$1.91M 0.01%
32,553
+23,226
623
$1.9M 0.01%
11,309
+1,017
624
$1.89M 0.01%
18,771
-3
625
$1.88M 0.01%
52,557
+96
23 24
25
26 27