Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $65.6B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.8B
AUM Growth
+$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,952
New
Increased
Reduced
Closed

Top Buys

1 +$158M
2 +$91.9M
3 +$82.2M
4
IWB icon
iShares Russell 1000 ETF
IWB
+$49.3M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$48.5M

Sector Composition

1 Technology 7.35%
2 Financials 4.39%
3 Healthcare 3.78%
4 Consumer Discretionary 3.1%
5 Energy 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1876
-2,626
1877
-2,565
1878
-26,034
1879
$0 ﹤0.01%
30,037
-652
1880
$0 ﹤0.01%
24,433
-512
1881
-141
1882
-3,609
1883
-37,268
1884
-18,537
1885
-5,869
1886
-13,787
1887
-437
1888
-11,183
1889
-33,753
1890
-8,806
1891
-1,113
1892
-16,726
1893
-585
1894
-11,195
1895
-13,061
1896
-5,224
1897
-7,721
1898
-3,561
1899
-8,864
1900
-6,050