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
1051
$612K ﹤0.01%
28,799
-354
1052
$612K ﹤0.01%
32,097
-4,006
1053
$611K ﹤0.01%
1,744
+197
1054
$607K ﹤0.01%
3,749
-317
1055
$605K ﹤0.01%
6,794
+215
1056
$605K ﹤0.01%
7,466
+1,814
1057
$605K ﹤0.01%
13,567
-4,901
1058
$600K ﹤0.01%
15,050
-1,233
1059
$599K ﹤0.01%
42,888
+5,268
1060
$598K ﹤0.01%
9,678
+2,035
1061
$597K ﹤0.01%
8,532
+820
1062
$594K ﹤0.01%
50,967
-11,430
1063
$592K ﹤0.01%
+6,281
1064
$592K ﹤0.01%
+59,928
1065
$592K ﹤0.01%
29,385
+3,938
1066
$590K ﹤0.01%
21,708
-2,468
1067
$590K ﹤0.01%
26,438
+6,297
1068
$589K ﹤0.01%
8,627
+1,123
1069
$588K ﹤0.01%
47,319
+22,983
1070
$583K ﹤0.01%
5,685
-823
1071
$581K ﹤0.01%
7,500
+100
1072
$579K ﹤0.01%
30,674
-9
1073
$578K ﹤0.01%
28,244
+5,884
1074
$578K ﹤0.01%
3,133
+481
1075
$578K ﹤0.01%
17,450
+110
41 42
43
44 45