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
1351
$330K ﹤0.01%
27,842
1352
$330K ﹤0.01%
26,434
-320
1353
$329K ﹤0.01%
5,134
-590
1354
$327K ﹤0.01%
6,532
-197
1355
$326K ﹤0.01%
+15,659
1356
$324K ﹤0.01%
4,487
-1,702
1357
$323K ﹤0.01%
4,688
+322
1358
$323K ﹤0.01%
616
+226
1359
$323K ﹤0.01%
+17,626
1360
$322K ﹤0.01%
4,252
1361
$322K ﹤0.01%
+7,971
1362
$322K ﹤0.01%
3,903
-16
1363
$321K ﹤0.01%
15,488
+965
1364
$321K ﹤0.01%
11,870
+1,215
1365
$321K ﹤0.01%
5,722
-3,614
1366
$320K ﹤0.01%
10,607
-343
1367
$319K ﹤0.01%
2,848
-244
1368
$319K ﹤0.01%
+9,084
1369
$319K ﹤0.01%
+3,333
1370
$318K ﹤0.01%
4,108
+27
1371
$318K ﹤0.01%
3,440
-1,177
1372
$318K ﹤0.01%
11,592
-5,032
1373
$317K ﹤0.01%
5,245
-1,448
1374
$317K ﹤0.01%
3,533
+129
1375
$317K ﹤0.01%
30,054
+2,290