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
1701
$131K ﹤0.01%
12,474
+999
1702
$131K ﹤0.01%
+10,038
1703
$131K ﹤0.01%
+16,096
1704
$130K ﹤0.01%
11,465
+31
1705
$130K ﹤0.01%
10,919
-4
1706
$129K ﹤0.01%
10,511
-500
1707
$129K ﹤0.01%
+1,144
1708
$127K ﹤0.01%
24,591
+2,050
1709
$126K ﹤0.01%
17,354
-1,001
1710
$120K ﹤0.01%
+17,163
1711
$118K ﹤0.01%
+10,135
1712
$117K ﹤0.01%
10,524
+515
1713
$117K ﹤0.01%
5,968
+17
1714
$116K ﹤0.01%
13,189
+2,087
1715
$116K ﹤0.01%
20,478
-85,312
1716
$115K ﹤0.01%
+13,336
1717
$115K ﹤0.01%
30,923
+314
1718
$112K ﹤0.01%
3,948
-6
1719
$108K ﹤0.01%
30,612
+702
1720
$106K ﹤0.01%
+2,199
1721
$105K ﹤0.01%
19,357
+30
1722
$101K ﹤0.01%
+13,323
1723
$100K ﹤0.01%
+12,787
1724
$98K ﹤0.01%
47,960
-5,352
1725
$98K ﹤0.01%
11,397
+1,300
67 68
69
70 71