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
176
$15.1M 0.09%
593,013
+270,157
177
$14.9M 0.09%
158,167
+2,312
178
$14.7M 0.09%
30,557
+227
179
$14.7M 0.09%
86,629
+14,174
180
$13.8M 0.08%
158,025
+1,097
181
$13.7M 0.08%
175,913
-42,855
182
$13.6M 0.08%
59,952
+9,689
183
$13.6M 0.08%
77,786
+4,398
184
$12.6M 0.08%
503,576
+166,311
185
$12.5M 0.08%
492,274
+319,905
186
$12.4M 0.08%
163,564
-17,289
187
$12.4M 0.08%
160,321
-1,068
188
$12.4M 0.08%
264,314
+157,250
189
$12.3M 0.08%
136,253
-3,842
190
$12.2M 0.07%
121,739
+104,531
191
$12.2M 0.07%
216,072
+44,954
192
$12.1M 0.07%
67,893
+7,083
193
$12.1M 0.07%
187,194
+88,016
194
$11.9M 0.07%
48,534
+1,443
195
$11.9M 0.07%
100,099
-29,570
196
$11.8M 0.07%
240,960
-22,313
197
$11.8M 0.07%
359,454
+2,206
198
$11.7M 0.07%
151,079
+58,946
199
$11.7M 0.07%
429,058
+28,464
200
$11.5M 0.07%
227,652
+90,758
6 7
8
9 10