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
726
$1.36M 0.01%
28,697
-16
727
$1.36M 0.01%
28,395
-3,224
728
$1.35M 0.01%
70,693
-10,630
729
$1.34M 0.01%
33,084
+663
730
$1.34M 0.01%
7,734
-544
731
$1.33M 0.01%
36,964
-4,650
732
$1.33M 0.01%
19,927
+8,478
733
$1.33M 0.01%
8,940
-939
734
$1.33M 0.01%
+28,265
735
$1.33M 0.01%
18,767
+3,910
736
$1.32M 0.01%
19,630
+1,468
737
$1.32M 0.01%
8,631
-958
738
$1.32M 0.01%
14,232
+169
739
$1.32M 0.01%
111,904
+9,622
740
$1.31M 0.01%
18,798
-98
741
$1.31M 0.01%
27,101
+3,062
742
$1.3M 0.01%
69,429
+15,831
743
$1.3M 0.01%
11,069
+2,055
744
$1.3M 0.01%
13,534
+3,569
745
$1.3M 0.01%
9,656
+83
746
$1.29M 0.01%
37,193
-1,870
747
$1.28M 0.01%
34,164
748
$1.28M 0.01%
22,888
-1,271
749
$1.28M 0.01%
16,404
+2,065
750
$1.28M 0.01%
+154,111
28 29
30
31 32