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
276
$7.41M 0.05%
55,743
+3,463
277
$7.39M 0.05%
268,401
-79,875
278
$7.35M 0.05%
346,656
-37,919
279
$7.26M 0.04%
307,285
+49,089
280
$7.21M 0.04%
209,167
-942
281
$7.18M 0.04%
247,173
+11,632
282
$7.17M 0.04%
200,896
+17,272
283
$7.14M 0.04%
58,860
+1,531
284
$7.13M 0.04%
226,268
+27,315
285
$7.13M 0.04%
72,520
+316
286
$7M 0.04%
82,599
-3,490
287
$6.99M 0.04%
101,852
+1,304
288
$6.84M 0.04%
66,268
-660
289
$6.78M 0.04%
138,092
+19,774
290
$6.76M 0.04%
152,359
+673
291
$6.71M 0.04%
+197,140
292
$6.7M 0.04%
78,492
+8,405
293
$6.67M 0.04%
300,415
-11,953
294
$6.66M 0.04%
42,904
+2,445
295
$6.57M 0.04%
25,693
+1,418
296
$6.56M 0.04%
99,337
+5,543
297
$6.54M 0.04%
16
+2
298
$6.52M 0.04%
104,984
+4,133
299
$6.48M 0.04%
32,889
+5,774
300
$6.43M 0.04%
129,095
+2,049
10 11
12
13 14