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
1551
$235K ﹤0.01%
2,883
-21
1552
$235K ﹤0.01%
5,224
+484
1553
$234K ﹤0.01%
7,408
-337
1554
$234K ﹤0.01%
18,500
1555
$233K ﹤0.01%
12,741
+159
1556
$233K ﹤0.01%
3,082
+185
1557
$233K ﹤0.01%
16,064
+300
1558
$233K ﹤0.01%
12,559
-1,550
1559
$232K ﹤0.01%
+7,721
1560
$232K ﹤0.01%
12,429
-190
1561
$232K ﹤0.01%
2,712
-54
1562
$230K ﹤0.01%
18,995
+1,023
1563
$229K ﹤0.01%
3,145
+210
1564
$229K ﹤0.01%
13,103
-1,694
1565
$228K ﹤0.01%
+6,766
1566
$228K ﹤0.01%
2,965
1567
$228K ﹤0.01%
7,069
-2,103
1568
$227K ﹤0.01%
18,442
-10,653
1569
$226K ﹤0.01%
4,183
-798
1570
$226K ﹤0.01%
16,162
-457
1571
$226K ﹤0.01%
15,856
+100
1572
$226K ﹤0.01%
10,335
+689
1573
$225K ﹤0.01%
2,186
-99
1574
$225K ﹤0.01%
13,654
-298
1575
$225K ﹤0.01%
17,910
+7,257
61 62
63
64 65