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
626
$1.86M 0.01%
67,671
-204,700
627
$1.86M 0.01%
37,926
+66
628
$1.86M 0.01%
5,948
+134
629
$1.85M 0.01%
20,104
+1,892
630
$1.85M 0.01%
18,238
-2,552
631
$1.85M 0.01%
18,403
+1,353
632
$1.85M 0.01%
53,514
+2,059
633
$1.85M 0.01%
18,369
-574
634
$1.84M 0.01%
23,442
+396
635
$1.84M 0.01%
4,787
-216
636
$1.84M 0.01%
68,898
+11,340
637
$1.83M 0.01%
18,712
+8,233
638
$1.82M 0.01%
15,925
+1,464
639
$1.8M 0.01%
9,898
+476
640
$1.79M 0.01%
36,012
+1,322
641
$1.78M 0.01%
242,335
+18,013
642
$1.78M 0.01%
46,579
-5,585
643
$1.78M 0.01%
12,595
+1,332
644
$1.77M 0.01%
54,573
-18,021
645
$1.77M 0.01%
125,214
+27,516
646
$1.77M 0.01%
6,557
+91
647
$1.77M 0.01%
46,315
-1,412
648
$1.77M 0.01%
89,327
-837
649
$1.76M 0.01%
27,661
-3,594
650
$1.76M 0.01%
103,842
+14,589
24 25
26
27 28