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
1676
$150K ﹤0.01%
29,762
+12,342
1677
$148K ﹤0.01%
+12,647
1678
$148K ﹤0.01%
10,735
-1,996
1679
$147K ﹤0.01%
16,680
-1,713
1680
$147K ﹤0.01%
11,613
-15,569
1681
$147K ﹤0.01%
7,529
+19
1682
$146K ﹤0.01%
+29,301
1683
$145K ﹤0.01%
14,923
+1,527
1684
$145K ﹤0.01%
25,915
+1,442
1685
$144K ﹤0.01%
21,952
1686
$144K ﹤0.01%
+11,632
1687
$143K ﹤0.01%
18,216
+157
1688
$142K ﹤0.01%
12,780
-5,124
1689
$142K ﹤0.01%
17,241
-492
1690
$140K ﹤0.01%
35,827
-319
1691
$139K ﹤0.01%
12,774
-29
1692
$139K ﹤0.01%
20,000
1693
$139K ﹤0.01%
25,819
-70
1694
$137K ﹤0.01%
11,908
-226
1695
$137K ﹤0.01%
25,978
+1,789
1696
$135K ﹤0.01%
13,804
-2,443
1697
$135K ﹤0.01%
21,424
+3,385
1698
$132K ﹤0.01%
17,778
1699
$132K ﹤0.01%
+11,056
1700
$131K ﹤0.01%
13,000
-16,100
66 67
68
69 70