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
1251
$407K ﹤0.01%
11,125
-2,620
1252
$406K ﹤0.01%
26,454
-3,745
1253
$406K ﹤0.01%
5,392
-2,962
1254
$406K ﹤0.01%
5,674
+2,712
1255
$406K ﹤0.01%
2,471
+285
1256
$406K ﹤0.01%
14,090
-3,266
1257
$403K ﹤0.01%
17,579
+3,406
1258
$402K ﹤0.01%
6,145
-224
1259
$402K ﹤0.01%
9,463
-713
1260
$401K ﹤0.01%
18,266
+3,640
1261
$401K ﹤0.01%
10,330
+450
1262
$401K ﹤0.01%
2,397
-122
1263
$401K ﹤0.01%
9,804
+1,708
1264
$401K ﹤0.01%
+7,003
1265
$400K ﹤0.01%
93,493
-10,378
1266
$400K ﹤0.01%
18,343
+3,881
1267
$399K ﹤0.01%
30,808
-3,376
1268
$399K ﹤0.01%
10,143
+4,985
1269
$399K ﹤0.01%
+5,724
1270
$398K ﹤0.01%
17,903
+3,792
1271
$397K ﹤0.01%
+7,702
1272
$397K ﹤0.01%
7,835
-4,507
1273
$396K ﹤0.01%
5,543
-1,801
1274
$396K ﹤0.01%
5,671
-1,560
1275
$396K ﹤0.01%
21,977
+1,957
49 50
51
52 53