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
1276
$396K ﹤0.01%
14,963
+1,105
1277
$395K ﹤0.01%
+37,848
1278
$395K ﹤0.01%
5,418
+77
1279
$395K ﹤0.01%
14,310
-119
1280
$392K ﹤0.01%
12,049
+12
1281
$391K ﹤0.01%
43,770
-3,854
1282
$390K ﹤0.01%
6,693
+2,546
1283
$390K ﹤0.01%
6,011
-13
1284
$390K ﹤0.01%
7,822
-7,076
1285
$390K ﹤0.01%
5,903
-373
1286
$390K ﹤0.01%
15,406
+4,188
1287
$389K ﹤0.01%
8,739
+61
1288
$388K ﹤0.01%
7,220
+200
1289
$388K ﹤0.01%
82,685
-101
1290
$387K ﹤0.01%
14,964
-1,334
1291
$386K ﹤0.01%
12,256
-1,700
1292
$386K ﹤0.01%
+15,400
1293
$385K ﹤0.01%
11,772
1294
$384K ﹤0.01%
8,511
-1,915
1295
$383K ﹤0.01%
36,605
-1,483
1296
$381K ﹤0.01%
7,666
+1,600
1297
$381K ﹤0.01%
1,781
+223
1298
$381K ﹤0.01%
11,132
-1,134
1299
$381K ﹤0.01%
6,841
-5,693
1300
$381K ﹤0.01%
24,099
+4,200
50 51
52
53 54