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
1351
$345K ﹤0.01%
3,919
+385
1352
$345K ﹤0.01%
74,806
+4,547
1353
$345K ﹤0.01%
12,229
-1,313
1354
$344K ﹤0.01%
3,766
+120
1355
$344K ﹤0.01%
16,046
1356
$343K ﹤0.01%
2,263
-220
1357
$342K ﹤0.01%
69,610
+12
1358
$341K ﹤0.01%
2,351
-214
1359
$341K ﹤0.01%
5,047
-18
1360
$340K ﹤0.01%
25,005
+659
1361
$339K ﹤0.01%
110,626
+69
1362
$339K ﹤0.01%
4,734
+90
1363
$339K ﹤0.01%
4,582
+2,206
1364
$338K ﹤0.01%
18,461
+4,974
1365
$338K ﹤0.01%
11,000
1366
$337K ﹤0.01%
16,440
+4,139
1367
$337K ﹤0.01%
14,109
-109
1368
$336K ﹤0.01%
10,616
-3,309
1369
$336K ﹤0.01%
10,945
-360
1370
$336K ﹤0.01%
12,054
+101
1371
$335K ﹤0.01%
41,503
-18,590
1372
$335K ﹤0.01%
1,363
+323
1373
$334K ﹤0.01%
+16,004
1374
$333K ﹤0.01%
5,845
-395
1375
$333K ﹤0.01%
1,484
-36
53 54
55
56 57