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
1726
$97K ﹤0.01%
15,518
-736
1727
$96K ﹤0.01%
14,266
-187
1728
$94K ﹤0.01%
14,250
1729
$93K ﹤0.01%
+10,219
1730
$93K ﹤0.01%
+10,000
1731
$93K ﹤0.01%
17,217
+650
1732
$90K ﹤0.01%
16,034
-203
1733
$90K ﹤0.01%
11,124
-13
1734
$90K ﹤0.01%
17,861
-1,394
1735
$89K ﹤0.01%
37,268
+2,484
1736
$89K ﹤0.01%
20,542
-2,481
1737
$89K ﹤0.01%
20,400
+7,500
1738
$88K ﹤0.01%
7,549
-759
1739
$88K ﹤0.01%
+41,264
1740
$86K ﹤0.01%
11,095
+654
1741
$83K ﹤0.01%
18,780
1742
$83K ﹤0.01%
17,540
-417
1743
$80K ﹤0.01%
25,522
-113
1744
$79K ﹤0.01%
14,263
+993
1745
$79K ﹤0.01%
16,454
1746
$77K ﹤0.01%
+11,961
1747
$76K ﹤0.01%
+10,000
1748
$75K ﹤0.01%
19,742
-2,795
1749
$75K ﹤0.01%
21,957
+1,660
1750
$74K ﹤0.01%
764
-3
68 69
70
71 72