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
701
$1.44M 0.01%
28,783
+3,438
702
$1.44M 0.01%
24,672
-22,295
703
$1.43M 0.01%
21,226
+1,864
704
$1.43M 0.01%
22,135
-65
705
$1.43M 0.01%
36,662
+2,597
706
$1.42M 0.01%
62,993
-2,581
707
$1.42M 0.01%
27,008
+2,058
708
$1.41M 0.01%
26,675
-1,724
709
$1.41M 0.01%
26,509
+1,389
710
$1.4M 0.01%
24,503
-2,527
711
$1.4M 0.01%
59,820
-4,376
712
$1.39M 0.01%
36,549
-2,567
713
$1.39M 0.01%
8,257
+1,327
714
$1.39M 0.01%
4,182
+367
715
$1.39M 0.01%
24,709
-1,550
716
$1.38M 0.01%
14,339
-876
717
$1.38M 0.01%
33,457
+4,328
718
$1.38M 0.01%
8,639
+3,846
719
$1.38M 0.01%
48,787
+4,509
720
$1.37M 0.01%
50,731
-11,774
721
$1.37M 0.01%
3,320
-502
722
$1.37M 0.01%
43,791
-7,997
723
$1.37M 0.01%
73,355
+42,593
724
$1.36M 0.01%
1,639
-119
725
$1.36M 0.01%
16,807
+3,539
27 28
29
30 31