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
1526
$244K ﹤0.01%
4,762
-234
1527
$243K ﹤0.01%
+10,190
1528
$243K ﹤0.01%
+12,200
1529
$242K ﹤0.01%
2,831
-279
1530
$242K ﹤0.01%
3,385
-2,394
1531
$241K ﹤0.01%
5,869
-25
1532
$241K ﹤0.01%
25,942
+207
1533
$241K ﹤0.01%
9,160
-503
1534
$241K ﹤0.01%
22,398
1535
$240K ﹤0.01%
3,647
+77
1536
$240K ﹤0.01%
382
+5
1537
$240K ﹤0.01%
4,200
-25
1538
$239K ﹤0.01%
+198
1539
$239K ﹤0.01%
25,622
-41,354
1540
$239K ﹤0.01%
5,622
-1,890
1541
$239K ﹤0.01%
2,537
-7,553
1542
$238K ﹤0.01%
12,169
-553
1543
$238K ﹤0.01%
21,916
+3,262
1544
$238K ﹤0.01%
2,703
-47
1545
$238K ﹤0.01%
1,945
-242
1546
$237K ﹤0.01%
12,186
+63
1547
$237K ﹤0.01%
+2,644
1548
$237K ﹤0.01%
3,362
+682
1549
$235K ﹤0.01%
5,741
-1,870
1550
$235K ﹤0.01%
6,914
+39
60 61
62
63 64