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
776
$1.22M 0.01%
79,937
-3,067
777
$1.22M 0.01%
4,485
-269
778
$1.22M 0.01%
29,217
-7,991
779
$1.22M 0.01%
44,434
+2,325
780
$1.21M 0.01%
7,440
+1,708
781
$1.21M 0.01%
27,565
-601
782
$1.21M 0.01%
17,516
-2,543
783
$1.2M 0.01%
311,122
+44
784
$1.19M 0.01%
10,298
-87
785
$1.19M 0.01%
6,606
+997
786
$1.19M 0.01%
10,338
-6,503
787
$1.17M 0.01%
10,607
-297
788
$1.16M 0.01%
11,157
-597
789
$1.16M 0.01%
53,140
+5,357
790
$1.16M 0.01%
+53,634
791
$1.15M 0.01%
254,883
-4,105
792
$1.15M 0.01%
115,187
+1,297
793
$1.15M 0.01%
50,500
-11,518
794
$1.15M 0.01%
13,813
-72
795
$1.14M 0.01%
12,497
-1,931
796
$1.13M 0.01%
43,782
+5,176
797
$1.13M 0.01%
25,520
-1,718
798
$1.13M 0.01%
46,103
+1,551
799
$1.12M 0.01%
21,571
+818
800
$1.12M 0.01%
24,102
+221
30 31
32
33 34