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
1176
$468K ﹤0.01%
7,969
+2,471
1177
$468K ﹤0.01%
15,549
-76
1178
$468K ﹤0.01%
6,993
-1,055
1179
$466K ﹤0.01%
3,759
-271
1180
$466K ﹤0.01%
9,725
-197
1181
$466K ﹤0.01%
15,087
-536
1182
$465K ﹤0.01%
6,199
-46
1183
$465K ﹤0.01%
49,881
+13,597
1184
$465K ﹤0.01%
3,225
+382
1185
$464K ﹤0.01%
4,228
+883
1186
$462K ﹤0.01%
11,195
+290
1187
$462K ﹤0.01%
5,517
-1,254
1188
$461K ﹤0.01%
29,656
1189
$461K ﹤0.01%
13,286
-3,999
1190
$459K ﹤0.01%
10,282
-138
1191
$459K ﹤0.01%
6,189
-304
1192
$458K ﹤0.01%
13,111
+1,228
1193
$458K ﹤0.01%
2,626
-24
1194
$457K ﹤0.01%
59,269
+6,370
1195
$457K ﹤0.01%
46,512
+180
1196
$452K ﹤0.01%
11,956
+392
1197
$451K ﹤0.01%
20,221
-8,226
1198
$451K ﹤0.01%
6,077
-3,934
1199
$450K ﹤0.01%
1,882
-288
1200
$448K ﹤0.01%
5,427
-473
46 47
48
49 50