Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $65.6B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.8B
AUM Growth
+$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,952
New
Increased
Reduced
Closed

Top Buys

1 +$158M
2 +$91.9M
3 +$82.2M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$49.3M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$48.5M

Sector Composition

1 Technology 7.35%
2 Financials 4.39%
3 Healthcare 3.78%
4 Consumer Discretionary 3.1%
5 Energy 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1326
$351K ﹤0.01%
32,198
-29,452
1327
$348K ﹤0.01%
3,782
-498
1328
$348K ﹤0.01%
12,188
+2,901
1329
$347K ﹤0.01%
14,214
+1,429
1330
$347K ﹤0.01%
+39,269
1331
$346K ﹤0.01%
105,575
+53,036
1332
$344K ﹤0.01%
2,450
+99
1333
$344K ﹤0.01%
11,772
1334
$344K ﹤0.01%
14,165
-799
1335
$341K ﹤0.01%
5,052
+5
1336
$341K ﹤0.01%
21,786
+3,325
1337
$340K ﹤0.01%
8,510
-229
1338
$340K ﹤0.01%
153,901
+24,779
1339
$339K ﹤0.01%
260
-392
1340
$339K ﹤0.01%
6,672
-6,333
1341
$337K ﹤0.01%
11,275
-4,571
1342
$336K ﹤0.01%
11,056
+2,149
1343
$335K ﹤0.01%
1,704
-77
1344
$335K ﹤0.01%
5,789
+1,672
1345
$335K ﹤0.01%
5,537
+80
1346
$333K ﹤0.01%
4,157
-112
1347
$332K ﹤0.01%
13,910
-1,984
1348
$332K ﹤0.01%
306
-8
1349
$332K ﹤0.01%
13,771
+1,542
1350
$331K ﹤0.01%
15,228
-3,972