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
301
$6.42M 0.04%
55,256
+3,547
302
$6.42M 0.04%
260,788
+160,658
303
$6.41M 0.04%
67,838
-4,210
304
$6.4M 0.04%
203,372
+2,355
305
$6.38M 0.04%
127,895
+928
306
$6.36M 0.04%
352,628
-336,561
307
$6.34M 0.04%
456,509
+20,428
308
$6.32M 0.04%
117,145
-4,905
309
$6.28M 0.04%
66,622
+4,920
310
$6.27M 0.04%
243,972
-42,014
311
$6.25M 0.04%
64,150
+9,480
312
$6.25M 0.04%
105,390
+23,351
313
$6.2M 0.04%
298,026
-31,392
314
$6.2M 0.04%
159,652
+106,018
315
$6.19M 0.04%
112,399
-14,876
316
$6.18M 0.04%
16,035
+7,516
317
$6.12M 0.04%
496,284
-37,494
318
$6.12M 0.04%
88,306
+10,538
319
$6.09M 0.04%
547,206
+31,049
320
$6.06M 0.04%
386,630
+337,060
321
$6.04M 0.04%
54,004
+46,167
322
$6.01M 0.04%
43,609
+4,335
323
$5.95M 0.04%
65,253
-2,433
324
$5.9M 0.04%
38,581
+14,855
325
$5.89M 0.04%
236,140
+3,828
11 12
13
14 15