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
1651
$180K ﹤0.01%
13,651
1652
$177K ﹤0.01%
10,778
+18
1653
$175K ﹤0.01%
10,405
-384
1654
$173K ﹤0.01%
25,200
1655
$172K ﹤0.01%
25,578
-371
1656
$171K ﹤0.01%
13,592
+8
1657
$169K ﹤0.01%
52,539
+10,358
1658
$168K ﹤0.01%
17,848
+367
1659
$165K ﹤0.01%
14,870
+327
1660
$163K ﹤0.01%
20,158
+2,947
1661
$163K ﹤0.01%
13,689
-422
1662
$160K ﹤0.01%
+585
1663
$160K ﹤0.01%
22,755
-163
1664
$159K ﹤0.01%
14,904
-21,233
1665
$157K ﹤0.01%
16,067
-8,592
1666
$157K ﹤0.01%
15,713
-825
1667
$156K ﹤0.01%
13,787
1668
$156K ﹤0.01%
70,030
+42,204
1669
$155K ﹤0.01%
10,759
-9
1670
$155K ﹤0.01%
11,720
-16,869
1671
$153K ﹤0.01%
33,753
-1,429
1672
$153K ﹤0.01%
14,029
+1,577
1673
$153K ﹤0.01%
31,075
+754
1674
$152K ﹤0.01%
42,803
-2,829
1675
$152K ﹤0.01%
11,365
+139
65 66
67
68 69