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
826
$1.04M 0.01%
8,002
+539
827
$1.04M 0.01%
2,948
+851
828
$1.03M 0.01%
13,829
+1,453
829
$1.03M 0.01%
13,371
+1,137
830
$1.02M 0.01%
78,055
+38,353
831
$1.02M 0.01%
9,738
-784
832
$1.02M 0.01%
18,846
-6,031
833
$1.02M 0.01%
38,212
+5,980
834
$1.02M 0.01%
11,037
+7,737
835
$1.02M 0.01%
14,229
+39
836
$1.01M 0.01%
9,103
+1,092
837
$1.01M 0.01%
15,942
-1,896
838
$1.01M 0.01%
111,343
+9,908
839
$1.01M 0.01%
36,463
-21,709
840
$1.01M 0.01%
52,595
+8,856
841
$1M 0.01%
44,765
+1,101
842
$1M 0.01%
11,588
-4,108
843
$1M 0.01%
38,904
+2,075
844
$1M 0.01%
4,784
+790
845
$1M 0.01%
6,738
+256
846
$999K 0.01%
19,911
-2,684
847
$997K 0.01%
11,018
-38
848
$992K 0.01%
20,975
-141
849
$988K 0.01%
14,504
+2,101
850
$986K 0.01%
25,529
+5,579
32 33
34
35 36