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
1476
$270K ﹤0.01%
2,030
-11
1477
$268K ﹤0.01%
19,340
+1,545
1478
$268K ﹤0.01%
5,819
-1,239
1479
$267K ﹤0.01%
20,331
+158
1480
$267K ﹤0.01%
26,754
+1,736
1481
$267K ﹤0.01%
3,944
-490
1482
$266K ﹤0.01%
6,494
-149
1483
$266K ﹤0.01%
2,826
+21
1484
$266K ﹤0.01%
9,296
+729
1485
$264K ﹤0.01%
5,503
+197
1486
$264K ﹤0.01%
5,584
-2,609
1487
$261K ﹤0.01%
3,609
-5,102
1488
$261K ﹤0.01%
3,180
-695
1489
$260K ﹤0.01%
29,877
1490
$259K ﹤0.01%
8,864
-391
1491
$259K ﹤0.01%
926
-72
1492
$258K ﹤0.01%
859
+82
1493
$258K ﹤0.01%
13,519
+433
1494
$257K ﹤0.01%
4,117
-12,311
1495
$257K ﹤0.01%
+2,379
1496
$256K ﹤0.01%
9,249
-482
1497
$256K ﹤0.01%
5,021
+298
1498
$254K ﹤0.01%
7,303
-2,061
1499
$254K ﹤0.01%
2,866
-125
1500
$252K ﹤0.01%
+18,537
58 59
60
61 62