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
126
$21M 0.13%
263,667
+6,237
127
$20.9M 0.13%
1,439,704
-202,516
128
$20.8M 0.13%
118,931
+4,157
129
$20.7M 0.13%
227,871
-21,623
130
$20.5M 0.13%
37,695
-1,130
131
$20.1M 0.12%
138,535
-80
132
$19.7M 0.12%
503,075
-1,379
133
$19.7M 0.12%
313,744
+55,476
134
$19.6M 0.12%
243,728
+196,860
135
$19.5M 0.12%
233,335
-26,655
136
$19.3M 0.12%
600,820
+37,294
137
$19.3M 0.12%
691,578
-172,064
138
$19.3M 0.12%
59,026
+305
139
$19.2M 0.12%
398,192
-40,001
140
$19M 0.12%
390,540
+29,160
141
$18.7M 0.11%
124,486
-8,231
142
$18.6M 0.11%
704,996
-34,823
143
$18.5M 0.11%
146,988
+17,455
144
$18.4M 0.11%
707,830
+274,773
145
$18.3M 0.11%
129,681
+12,850
146
$18.3M 0.11%
160,683
+79,305
147
$18.1M 0.11%
283,621
-6,107
148
$17.7M 0.11%
393,889
-125,339
149
$17.6M 0.11%
710,902
+195,037
150
$17.5M 0.11%
353,144
-5,929
4 5
6
7 8