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
1376
$332K ﹤0.01%
4,522
-1,281
1377
$332K ﹤0.01%
5,748
-372
1378
$330K ﹤0.01%
+5,067
1379
$330K ﹤0.01%
83,444
1380
$328K ﹤0.01%
3,367
+430
1381
$327K ﹤0.01%
9,076
-984
1382
$327K ﹤0.01%
4,469
-2,052
1383
$326K ﹤0.01%
15,110
+7,702
1384
$326K ﹤0.01%
6,071
-1,736
1385
$326K ﹤0.01%
44,848
-2,471
1386
$325K ﹤0.01%
147,857
1387
$324K ﹤0.01%
4,856
-2,638
1388
$324K ﹤0.01%
1,184
-2,603
1389
$323K ﹤0.01%
6,643
+47
1390
$323K ﹤0.01%
+4,470
1391
$323K ﹤0.01%
7,885
+228
1392
$322K ﹤0.01%
12,976
-434
1393
$321K ﹤0.01%
12,785
+5,863
1394
$321K ﹤0.01%
12,468
+6,282
1395
$321K ﹤0.01%
9,050
-56
1396
$319K ﹤0.01%
78,980
+2,460
1397
$318K ﹤0.01%
27,842
1398
$318K ﹤0.01%
+4,868
1399
$317K ﹤0.01%
4,366
+273
1400
$317K ﹤0.01%
+27,119
54 55
56
57 58