Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $65.6B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.8B
AUM Growth
+$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,952
New
Increased
Reduced
Closed

Top Buys

1 +$158M
2 +$91.9M
3 +$82.2M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$49.3M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$48.5M

Sector Composition

1 Technology 7.35%
2 Financials 4.39%
3 Healthcare 3.78%
4 Consumer Discretionary 3.1%
5 Energy 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1601
$212K ﹤0.01%
19,346
+904
1602
$212K ﹤0.01%
+26,158
1603
$212K ﹤0.01%
+7,657
1604
$211K ﹤0.01%
3,120
-25
1605
$211K ﹤0.01%
18,500
1606
$210K ﹤0.01%
6,914
1607
$210K ﹤0.01%
6,554
-2,986
1608
$210K ﹤0.01%
2,564
-7
1609
$210K ﹤0.01%
17,826
-3,459
1610
$209K ﹤0.01%
+6,809
1611
$206K ﹤0.01%
3,140
-3,005
1612
$206K ﹤0.01%
3,574
-3
1613
$205K ﹤0.01%
2,238
+42
1614
$204K ﹤0.01%
+3,611
1615
$203K ﹤0.01%
2,389
-148
1616
$203K ﹤0.01%
2,690
-7
1617
$203K ﹤0.01%
+9,791
1618
$202K ﹤0.01%
+2,141
1619
$201K ﹤0.01%
3,473
-809
1620
$200K ﹤0.01%
23,647
+243
1621
$200K ﹤0.01%
+11,948
1622
$200K ﹤0.01%
4,032
-3,790
1623
$199K ﹤0.01%
10,403
-2
1624
$198K ﹤0.01%
6,000
-7
1625
$198K ﹤0.01%
13,169
+66