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
851
$985K 0.01%
7,476
-844
852
$983K 0.01%
10,233
+2,652
853
$980K 0.01%
3,062
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18,852
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$976K 0.01%
10,452
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$975K 0.01%
32,968
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857
$973K 0.01%
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-183
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$971K 0.01%
4,014
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269,167
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$969K 0.01%
28,228
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10,282
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$966K 0.01%
33,454
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$966K 0.01%
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19,600
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12,476
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35,327
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8,072
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$948K 0.01%
29,952
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872
$946K 0.01%
12,897
-6,192
873
$946K 0.01%
28,581
+808
874
$943K 0.01%
8,382
+918
875
$938K 0.01%
4,028
-1,127
33 34
35
36 37