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
1776
$37K ﹤0.01%
2,014
1777
$37K ﹤0.01%
16,400
+1,400
1778
$36K ﹤0.01%
10,919
-2,123
1779
$34K ﹤0.01%
15,242
-1,290
1780
$32K ﹤0.01%
+24,789
1781
$30K ﹤0.01%
+15,000
1782
$30K ﹤0.01%
+14,147
1783
$28K ﹤0.01%
25,412
-5,910
1784
$28K ﹤0.01%
17,751
-246
1785
$27K ﹤0.01%
+10,286
1786
$26K ﹤0.01%
19,217
-11,828
1787
$26K ﹤0.01%
17,700
1788
$24K ﹤0.01%
+254
1789
$24K ﹤0.01%
14,000
1790
$24K ﹤0.01%
+18,326
1791
$23K ﹤0.01%
27
1792
– –
0
1793
$21K ﹤0.01%
63,073
1794
$19K ﹤0.01%
1,160
+50
1795
$19K ﹤0.01%
3,262
-70
1796
$19K ﹤0.01%
+1,715
1797
$17K ﹤0.01%
+15,001
1798
– –
0
1799
$16K ﹤0.01%
3,000
1800
$15K ﹤0.01%
141
70 71
72
73 74