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
1101
$540K ﹤0.01%
7,239
-2,147
1102
$538K ﹤0.01%
8,628
+2,107
1103
$535K ﹤0.01%
12,408
-2,804
1104
$534K ﹤0.01%
14,746
1105
$533K ﹤0.01%
4,473
+949
1106
$533K ﹤0.01%
7,149
+633
1107
$532K ﹤0.01%
5,483
-122
1108
$531K ﹤0.01%
44,282
+20,332
1109
$530K ﹤0.01%
10,141
+1,932
1110
$530K ﹤0.01%
14,794
+19
1111
$530K ﹤0.01%
1,602
+528
1112
$530K ﹤0.01%
113,949
+3
1113
$529K ﹤0.01%
24,209
-6,669
1114
$528K ﹤0.01%
1,873
+33
1115
$527K ﹤0.01%
18,200
-253
1116
$526K ﹤0.01%
8,677
+36
1117
$526K ﹤0.01%
3,099
-165
1118
$526K ﹤0.01%
5,449
+775
1119
$525K ﹤0.01%
2,893
+850
1120
$523K ﹤0.01%
8,809
+747
1121
$523K ﹤0.01%
36,911
+955
1122
$521K ﹤0.01%
23,364
+4,600
1123
$519K ﹤0.01%
11,018
+5,136
1124
$518K ﹤0.01%
10,968
+2,594
1125
$518K ﹤0.01%
4,552
+587
43 44
45
46 47