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
1626
$205K ﹤0.01%
2,565
-543
1627
$204K ﹤0.01%
5,508
-235
1628
$204K ﹤0.01%
9,089
+851
1629
$204K ﹤0.01%
76,924
-2,764
1630
$202K ﹤0.01%
8,198
-1,686
1631
$202K ﹤0.01%
6,251
-11,762
1632
$201K ﹤0.01%
+832
1633
$201K ﹤0.01%
+2,070
1634
$201K ﹤0.01%
+136
1635
$200K ﹤0.01%
+5,396
1636
$200K ﹤0.01%
22,074
+1,940
1637
$199K ﹤0.01%
18,726
-156
1638
$196K ﹤0.01%
15,693
-1,195
1639
$195K ﹤0.01%
18,566
-1,545
1640
$195K ﹤0.01%
125,622
1641
$195K ﹤0.01%
16,687
-937
1642
$194K ﹤0.01%
40,874
+10,172
1643
$189K ﹤0.01%
2,674
-1,628
1644
$189K ﹤0.01%
17,869
+5,240
1645
$189K ﹤0.01%
11,495
-2,641
1646
$185K ﹤0.01%
13,860
-2,081
1647
$184K ﹤0.01%
17,395
1648
$183K ﹤0.01%
11,377
+366
1649
$183K ﹤0.01%
22,328
+238
1650
$181K ﹤0.01%
12,891
64 65
66
67 68