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
1151
$495K ﹤0.01%
6,657
+509
1152
$495K ﹤0.01%
10,799
-3,326
1153
$494K ﹤0.01%
22,264
-31,193
1154
$494K ﹤0.01%
50,242
+1,157
1155
$494K ﹤0.01%
22,526
+491
1156
$494K ﹤0.01%
3,022
-277
1157
$489K ﹤0.01%
21,125
-1,629
1158
$488K ﹤0.01%
10,952
-514
1159
$488K ﹤0.01%
1,774
-106
1160
$488K ﹤0.01%
2,322
+167
1161
$486K ﹤0.01%
6,951
+756
1162
$485K ﹤0.01%
4,230
+1,663
1163
$484K ﹤0.01%
13,750
1164
$484K ﹤0.01%
5,174
-1,602
1165
$481K ﹤0.01%
18,578
-1,642
1166
$480K ﹤0.01%
1,198
-29
1167
$478K ﹤0.01%
46,607
-8,639
1168
$476K ﹤0.01%
2,449
-40
1169
$474K ﹤0.01%
14,339
-9,897
1170
$473K ﹤0.01%
7,589
-474
1171
$472K ﹤0.01%
62,075
-123,005
1172
$472K ﹤0.01%
16,463
+357
1173
$472K ﹤0.01%
1,906
+603
1174
$469K ﹤0.01%
8,083
-198
1175
$468K ﹤0.01%
7,175
+2,760
45 46
47
48 49