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
1126
$517K ﹤0.01%
4,404
+501
1127
$515K ﹤0.01%
17,679
-1,659
1128
$515K ﹤0.01%
8,964
+4,335
1129
$514K ﹤0.01%
12,226
-585
1130
$514K ﹤0.01%
6,474
-1,519
1131
$513K ﹤0.01%
2,003
+192
1132
$510K ﹤0.01%
2,652
-272
1133
$510K ﹤0.01%
3,653
-365
1134
$509K ﹤0.01%
2,338
+496
1135
$507K ﹤0.01%
7,854
-2,751
1136
$507K ﹤0.01%
24,295
-6,924
1137
$506K ﹤0.01%
7,482
+1,041
1138
$505K ﹤0.01%
5,319
-18
1139
$505K ﹤0.01%
+18,063
1140
$504K ﹤0.01%
8,421
+5,035
1141
$504K ﹤0.01%
29,981
+3,169
1142
$504K ﹤0.01%
11,565
+1,832
1143
$504K ﹤0.01%
18,893
+492
1144
$503K ﹤0.01%
8,869
+13
1145
$502K ﹤0.01%
7,144
-228
1146
$501K ﹤0.01%
3,610
-58
1147
$501K ﹤0.01%
17,153
-4,472
1148
$500K ﹤0.01%
16,571
+1,222
1149
$500K ﹤0.01%
21,867
-1,688
1150
$498K ﹤0.01%
37,468
-18,538
44 45
46
47 48