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
1426
$298K ﹤0.01%
13,254
+2,600
1427
$298K ﹤0.01%
10,371
+283
1428
$297K ﹤0.01%
11,100
-770
1429
$297K ﹤0.01%
21,285
-427
1430
$296K ﹤0.01%
7,722
+699
1431
$296K ﹤0.01%
4,282
+328
1432
$295K ﹤0.01%
2,661
-401
1433
$294K ﹤0.01%
12,128
-1,073
1434
$293K ﹤0.01%
2,224
+458
1435
$293K ﹤0.01%
9,287
-1,536
1436
$292K ﹤0.01%
7,187
+2,165
1437
$291K ﹤0.01%
4,902
-426
1438
$290K ﹤0.01%
65,800
1439
$290K ﹤0.01%
4,047
-3,152
1440
$290K ﹤0.01%
+4,327
1441
$289K ﹤0.01%
1,929
+662
1442
$289K ﹤0.01%
129,122
-11,685
1443
$289K ﹤0.01%
23,754
1444
$286K ﹤0.01%
7,428
-778
1445
$286K ﹤0.01%
7,961
-5,197
1446
$285K ﹤0.01%
3,294
-3,956
1447
$284K ﹤0.01%
13,869
+2,538
1448
$284K ﹤0.01%
4,635
-138
1449
$283K ﹤0.01%
2,670
+318
1450
$283K ﹤0.01%
2,977
+260
56 57
58
59 60