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
976
$730K ﹤0.01%
34,201
+352
977
$730K ﹤0.01%
24,515
+5,979
978
$729K ﹤0.01%
13,907
+668
979
$727K ﹤0.01%
3,726
-301
980
$725K ﹤0.01%
154,561
981
$724K ﹤0.01%
6,768
+779
982
$717K ﹤0.01%
5,594
-3,408
983
$717K ﹤0.01%
8,883
+428
984
$713K ﹤0.01%
4,569
-257
985
$713K ﹤0.01%
11,193
+3,953
986
$712K ﹤0.01%
29,907
+14,912
987
$708K ﹤0.01%
76,573
+9,824
988
$708K ﹤0.01%
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989
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11,852
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990
$702K ﹤0.01%
23,863
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$700K ﹤0.01%
15,846
-339
992
$699K ﹤0.01%
3,949
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993
$698K ﹤0.01%
24,504
+14,602
994
$693K ﹤0.01%
12,878
+1,352
995
$692K ﹤0.01%
13,466
+221
996
$691K ﹤0.01%
3,386
-248
997
$691K ﹤0.01%
520
+1
998
$691K ﹤0.01%
9,909
-507
999
$682K ﹤0.01%
90,662
+54,692
1000
$681K ﹤0.01%
14,269
+2,719
38 39
40
41 42