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
801
$1.11M 0.01%
28,752
-3,312
802
$1.11M 0.01%
2,244
+27
803
$1.11M 0.01%
5,384
+3,216
804
$1.11M 0.01%
53,460
805
$1.1M 0.01%
18,154
-2,656
806
$1.1M 0.01%
17,959
-1,217
807
$1.1M 0.01%
47,055
-900
808
$1.1M 0.01%
17,147
-2,412
809
$1.1M 0.01%
12,084
-3,199
810
$1.09M 0.01%
185,066
+17,555
811
$1.09M 0.01%
12,355
+127
812
$1.09M 0.01%
23,490
-28,599
813
$1.09M 0.01%
2,392
+49
814
$1.09M 0.01%
+59,854
815
$1.08M 0.01%
36,435
-293
816
$1.08M 0.01%
13,506
+1
817
$1.08M 0.01%
34,445
-2,925
818
$1.07M 0.01%
3,822
-322
819
$1.07M 0.01%
172,298
-19,800
820
$1.07M 0.01%
51,871
-19,726
821
$1.06M 0.01%
17,970
+10,062
822
$1.06M 0.01%
10,921
+1,830
823
$1.04M 0.01%
7,978
-180
824
$1.04M 0.01%
50,829
+10,506
825
$1.04M 0.01%
7,490
+2,346
31 32
33
34 35