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
901
$882K 0.01%
10,058
+1,241
902
$882K 0.01%
28,993
+961
903
$882K 0.01%
18,172
+1,768
904
$880K 0.01%
16,306
+2,482
905
$874K 0.01%
5,672
+692
906
$872K 0.01%
29,515
-2,765
907
$869K 0.01%
+17,023
908
$866K 0.01%
127,663
+53,353
909
$864K 0.01%
14,130
+1,330
910
$861K 0.01%
27,812
-297
911
$859K 0.01%
25,362
-14,307
912
$858K 0.01%
18,248
+426
913
$858K 0.01%
27,278
+1,614
914
$854K 0.01%
29,631
-532
915
$848K 0.01%
31,477
+8,409
916
$845K 0.01%
15,230
-2,216
917
$843K 0.01%
2,192
+97
918
$842K 0.01%
37,643
+7,345
919
$842K 0.01%
8,106
+2,564
920
$841K 0.01%
29,338
+292
921
$834K 0.01%
4,769
+409
922
$833K 0.01%
17,962
+770
923
$833K 0.01%
9,698
924
$831K 0.01%
18,895
+2,071
925
$828K 0.01%
61,650
-5,193
35 36
37
38 39