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
676
$1.57M 0.01%
16,170
+1,056
677
$1.56M 0.01%
21,194
+2,309
678
$1.56M 0.01%
23,453
+19,511
679
$1.55M 0.01%
25,890
-15,600
680
$1.53M 0.01%
25,171
+1,262
681
$1.53M 0.01%
2,324
-1,076
682
$1.51M 0.01%
42,158
+6,296
683
$1.51M 0.01%
9,698
-3,812
684
$1.51M 0.01%
8,406
+305
685
$1.5M 0.01%
23,415
-149
686
$1.5M 0.01%
35,700
+28,427
687
$1.49M 0.01%
8,767
-1,596
688
$1.49M 0.01%
27,765
-4,784
689
$1.48M 0.01%
28,385
-2,190
690
$1.48M 0.01%
28,339
+115
691
$1.48M 0.01%
45,336
-10,202
692
$1.48M 0.01%
13,066
-2,931
693
$1.47M 0.01%
8,513
-268
694
$1.46M 0.01%
14,407
+2,061
695
$1.46M 0.01%
13,737
+665
696
$1.46M 0.01%
39,000
+10,142
697
$1.45M 0.01%
12,787
-1,230
698
$1.45M 0.01%
30,212
-12,001
699
$1.45M 0.01%
20,061
-1,814
700
$1.44M 0.01%
195,142
+11,268
26 27
28
29 30