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
1451
$283K ﹤0.01%
9,675
+231
1452
$282K ﹤0.01%
4,650
+560
1453
$282K ﹤0.01%
+1,086
1454
$282K ﹤0.01%
7,822
-536
1455
$281K ﹤0.01%
1,105
-20
1456
$280K ﹤0.01%
3,940
-15
1457
$280K ﹤0.01%
7,260
-1,006
1458
$280K ﹤0.01%
10,154
-3,049
1459
$279K ﹤0.01%
12,129
-5,327
1460
$279K ﹤0.01%
2,945
-1,638
1461
$279K ﹤0.01%
7,119
+1,170
1462
$279K ﹤0.01%
6,093
+154
1463
$278K ﹤0.01%
1,613
-975
1464
$278K ﹤0.01%
18,969
+1,303
1465
$277K ﹤0.01%
1,602
-1
1466
$277K ﹤0.01%
16,359
+3,294
1467
$275K ﹤0.01%
6,039
+134
1468
$273K ﹤0.01%
8,504
+354
1469
$273K ﹤0.01%
8,108
-891
1470
$273K ﹤0.01%
15,630
+1,473
1471
$272K ﹤0.01%
2,639
+914
1472
$272K ﹤0.01%
7,810
-1,239
1473
$271K ﹤0.01%
9,053
-842
1474
$270K ﹤0.01%
3,551
+1,052
1475
$270K ﹤0.01%
18,721
-1,947
57 58
59
60 61