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
1326
$365K ﹤0.01%
15,153
-1,390
1327
$364K ﹤0.01%
27,764
+949
1328
$362K ﹤0.01%
9,049
-3,066
1329
$362K ﹤0.01%
16,200
+5,823
1330
$361K ﹤0.01%
314
+11
1331
$360K ﹤0.01%
5,874
-59,305
1332
$360K ﹤0.01%
1,682
+179
1333
$359K ﹤0.01%
1,199
+200
1334
$359K ﹤0.01%
5,457
-669
1335
$358K ﹤0.01%
19,621
-569
1336
$358K ﹤0.01%
78,778
1337
$357K ﹤0.01%
1,706
-1,113
1338
$357K ﹤0.01%
4,564
+112
1339
$356K ﹤0.01%
19,854
-7,921
1340
$355K ﹤0.01%
3,731
-393
1341
$355K ﹤0.01%
7,966
-614
1342
$354K ﹤0.01%
8,865
+3,798
1343
$353K ﹤0.01%
18,188
+7,494
1344
$353K ﹤0.01%
12,214
+32
1345
$352K ﹤0.01%
6,729
-1,244
1346
$352K ﹤0.01%
27,490
+130
1347
$352K ﹤0.01%
14,854
+196
1348
$350K ﹤0.01%
4,252
-34
1349
$349K ﹤0.01%
7,300
+3,250
1350
$347K ﹤0.01%
9,540
-7,875
52 53
54
55 56