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
1301
$380K ﹤0.01%
7,042
+1,602
1302
$379K ﹤0.01%
12,370
+386
1303
$379K ﹤0.01%
9,262
+1,979
1304
$378K ﹤0.01%
21,350
-857
1305
$378K ﹤0.01%
7,979
+2,566
1306
$378K ﹤0.01%
17,878
+3,914
1307
$376K ﹤0.01%
3,092
+121
1308
$375K ﹤0.01%
10,172
-525
1309
$375K ﹤0.01%
4,471
-41
1310
$375K ﹤0.01%
1,899
+121
1311
$373K ﹤0.01%
19,200
1312
$373K ﹤0.01%
11,857
+206
1313
$373K ﹤0.01%
4,720
+474
1314
$373K ﹤0.01%
13,730
-96
1315
$372K ﹤0.01%
991
+69
1316
$372K ﹤0.01%
3,321
+1,352
1317
$372K ﹤0.01%
8,396
-392
1318
$372K ﹤0.01%
7,521
-39
1319
$371K ﹤0.01%
8,066
-139
1320
$369K ﹤0.01%
946
-44
1321
$366K ﹤0.01%
5,201
+802
1322
$366K ﹤0.01%
5,645
-132
1323
$366K ﹤0.01%
16,837
-509
1324
$366K ﹤0.01%
5,627
+255
1325
$365K ﹤0.01%
5,248
+998
51 52
53
54 55