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
951
$768K ﹤0.01%
9,867
+4
952
$766K ﹤0.01%
8,978
+700
953
$764K ﹤0.01%
8,992
-28
954
$760K ﹤0.01%
26,246
+3,165
955
$759K ﹤0.01%
5,089
+1,041
956
$758K ﹤0.01%
15,447
-569
957
$755K ﹤0.01%
168,057
958
$752K ﹤0.01%
27,807
-3,112
959
$750K ﹤0.01%
32,395
+5,588
960
$750K ﹤0.01%
10,380
+2,193
961
$749K ﹤0.01%
20,333
+7,122
962
$747K ﹤0.01%
2,672
+543
963
$746K ﹤0.01%
42,555
-3,589
964
$745K ﹤0.01%
5,244
+2,417
965
$744K ﹤0.01%
22,679
+6,051
966
$744K ﹤0.01%
2,459
-1,284
967
$743K ﹤0.01%
8,016
+58
968
$742K ﹤0.01%
14,253
-4,020
969
$742K ﹤0.01%
31,380
-1,430
970
$739K ﹤0.01%
13,445
-5,421
971
$738K ﹤0.01%
+28,663
972
$736K ﹤0.01%
35,109
-3,747
973
$734K ﹤0.01%
58,882
-2,487
974
$733K ﹤0.01%
15,150
+6,880
975
$733K ﹤0.01%
10,715
+6,193
37 38
39
40 41