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
1076
$576K ﹤0.01%
16,156
+4,157
1077
$571K ﹤0.01%
2,411
-57
1078
$568K ﹤0.01%
20,646
+4,470
1079
$568K ﹤0.01%
16,429
-4,913
1080
$567K ﹤0.01%
14,659
-583
1081
$567K ﹤0.01%
15,936
+2,009
1082
$564K ﹤0.01%
3,147
-432
1083
$564K ﹤0.01%
42,912
-6,200
1084
$562K ﹤0.01%
15,739
+6,998
1085
$561K ﹤0.01%
17,185
-975
1086
$560K ﹤0.01%
4,806
-1,266
1087
$559K ﹤0.01%
7,722
1088
$557K ﹤0.01%
16,131
+26
1089
$556K ﹤0.01%
5,454
-572
1090
$554K ﹤0.01%
17,854
+551
1091
$552K ﹤0.01%
7,155
-805
1092
$551K ﹤0.01%
10,426
-5,183
1093
$550K ﹤0.01%
8,969
-48
1094
$549K ﹤0.01%
17,856
+18
1095
$546K ﹤0.01%
9,881
+2,364
1096
$546K ﹤0.01%
857
+85
1097
$545K ﹤0.01%
15,904
-7,323
1098
$541K ﹤0.01%
20,741
-2,582
1099
$540K ﹤0.01%
15,167
+3,046
1100
$540K ﹤0.01%
30,293
-1,050
42 43
44
45 46