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
651
$1.76M 0.01%
49,976
+8,841
652
$1.76M 0.01%
14,164
+1,513
653
$1.75M 0.01%
26,377
+50
654
$1.73M 0.01%
147,585
+26,381
655
$1.72M 0.01%
3,622
-1,324
656
$1.72M 0.01%
9,916
+905
657
$1.71M 0.01%
18,098
+4,974
658
$1.7M 0.01%
37,310
+5,789
659
$1.69M 0.01%
23,460
-8,221
660
$1.68M 0.01%
24,607
+1,625
661
$1.68M 0.01%
42,781
+67
662
$1.67M 0.01%
13,294
+1,646
663
$1.67M 0.01%
3,571
-554
664
$1.65M 0.01%
117,301
+5,851
665
$1.64M 0.01%
11,071
-643
666
$1.63M 0.01%
7,176
+2,018
667
$1.61M 0.01%
27,703
+10,382
668
$1.6M 0.01%
19,373
+16
669
$1.6M 0.01%
54,512
-3,857
670
$1.6M 0.01%
58,845
-769
671
$1.59M 0.01%
7,996
+71
672
$1.59M 0.01%
22,732
+1,616
673
$1.59M 0.01%
47,560
-8,537
674
$1.59M 0.01%
17,171
+241
675
$1.57M 0.01%
18,909
-3,096
25 26
27
28 29