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
751
$1.28M 0.01%
12,206
+618
752
$1.28M 0.01%
18,136
-1,666
753
$1.28M 0.01%
14,077
+900
754
$1.27M 0.01%
8,708
+866
755
$1.27M 0.01%
81,736
+19,262
756
$1.27M 0.01%
8,906
+510
757
$1.27M 0.01%
11,544
+317
758
$1.27M 0.01%
40,407
-2,050
759
$1.27M 0.01%
17,211
-1,857
760
$1.27M 0.01%
+38,525
761
$1.26M 0.01%
11,094
-1,082
762
$1.26M 0.01%
8,106
+148
763
$1.26M 0.01%
4,824
-2,351
764
$1.26M 0.01%
6,362
+5
765
$1.26M 0.01%
+50,525
766
$1.25M 0.01%
10,338
+5,641
767
$1.25M 0.01%
20,983
+1,301
768
$1.25M 0.01%
22,892
+2,562
769
$1.24M 0.01%
53,262
-1,231
770
$1.24M 0.01%
90,670
771
$1.24M 0.01%
50,223
-11,756
772
$1.24M 0.01%
27,027
+1,137
773
$1.23M 0.01%
954
+129
774
$1.23M 0.01%
26,218
+570
775
$1.23M 0.01%
38,129
-361
29 30
31
32 33