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
326
$5.89M 0.04%
62,094
+14,250
327
$5.84M 0.04%
265,758
-989
328
$5.83M 0.04%
55,955
+3,015
329
$5.79M 0.04%
531,032
+50,057
330
$5.79M 0.04%
60,563
+15,892
331
$5.74M 0.04%
104,558
-4,219
332
$5.7M 0.03%
71,076
-4,209
333
$5.68M 0.03%
113,436
+357
334
$5.6M 0.03%
102,384
+20
335
$5.59M 0.03%
141,004
-38,702
336
$5.56M 0.03%
18,557
+2,017
337
$5.56M 0.03%
11,678
+410
338
$5.53M 0.03%
134,981
+110,182
339
$5.5M 0.03%
36,098
+11,186
340
$5.49M 0.03%
35,434
+2,855
341
$5.48M 0.03%
59,452
-9,575
342
$5.47M 0.03%
165,292
+5,307
343
$5.47M 0.03%
144,846
344
$5.47M 0.03%
143,397
+137,032
345
$5.45M 0.03%
172,806
+5,357
346
$5.44M 0.03%
121,056
+1,497
347
$5.42M 0.03%
126,386
+37,362
348
$5.41M 0.03%
70,697
-16,446
349
$5.37M 0.03%
+399,994
350
$5.36M 0.03%
70,970
-2,287
12 13
14
15 16