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
926
$824K 0.01%
16,577
+124
927
$820K 0.01%
9,042
+370
928
$814K 0.01%
9,939
+1,885
929
$814K 0.01%
18,381
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930
$813K 0.01%
31,358
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931
$813K 0.01%
27,593
+5,069
932
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3,402
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933
$812K 0.01%
652
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934
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17,325
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935
$805K ﹤0.01%
9,803
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936
$805K ﹤0.01%
4,406
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$804K ﹤0.01%
38,278
+5,316
938
$804K ﹤0.01%
44,422
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939
$801K ﹤0.01%
38,495
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940
$800K ﹤0.01%
13,153
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8,172
-160
942
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10,952
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943
$791K ﹤0.01%
21,174
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944
$790K ﹤0.01%
27,900
+7,182
945
$790K ﹤0.01%
10,230
-4,782
946
$781K ﹤0.01%
22,364
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947
$773K ﹤0.01%
17,715
-630
948
$770K ﹤0.01%
2,826
-154
949
$769K ﹤0.01%
26,528
-6,901
950
$769K ﹤0.01%
55,018
+25,827
36 37
38
39 40