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
1501
$252K ﹤0.01%
6,050
+47
1502
$252K ﹤0.01%
2,745
-18
1503
$252K ﹤0.01%
2,697
-1,239
1504
$251K ﹤0.01%
4,445
+1
1505
$251K ﹤0.01%
+6,512
1506
$250K ﹤0.01%
3,005
-360
1507
$250K ﹤0.01%
10,299
-590
1508
$250K ﹤0.01%
16,866
-1,553
1509
$250K ﹤0.01%
19,706
-1,625
1510
$250K ﹤0.01%
+8,048
1511
$248K ﹤0.01%
28,423
-5,419
1512
$248K ﹤0.01%
5,195
-75
1513
$248K ﹤0.01%
+16,533
1514
$248K ﹤0.01%
18,183
1515
$248K ﹤0.01%
2,663
+85
1516
$247K ﹤0.01%
2,472
-1,891
1517
$247K ﹤0.01%
6,007
1518
$246K ﹤0.01%
4,487
-662
1519
$246K ﹤0.01%
1,455
1520
$246K ﹤0.01%
2,292
-484
1521
$245K ﹤0.01%
3,929
+96
1522
$245K ﹤0.01%
13,666
-3,103
1523
$244K ﹤0.01%
10,174
-1,616
1524
$244K ﹤0.01%
8,806
+1,555
1525
$244K ﹤0.01%
9,472
-12,333
59 60
61
62 63