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
1576
$225K ﹤0.01%
23,100
1577
$225K ﹤0.01%
8,623
-569
1578
$224K ﹤0.01%
+9,520
1579
$224K ﹤0.01%
9,741
+419
1580
$224K ﹤0.01%
+1,440
1581
$223K ﹤0.01%
6,422
-338
1582
$223K ﹤0.01%
2,818
+215
1583
$222K ﹤0.01%
1,005
+20
1584
$222K ﹤0.01%
1,329
-27
1585
$222K ﹤0.01%
2,839
-613
1586
$221K ﹤0.01%
+4,818
1587
$221K ﹤0.01%
9,481
-683
1588
$221K ﹤0.01%
2,196
-14,756
1589
$219K ﹤0.01%
4,376
-2,809
1590
$219K ﹤0.01%
25,195
+14,988
1591
$218K ﹤0.01%
23,404
+236
1592
$218K ﹤0.01%
5,236
-3,144
1593
$218K ﹤0.01%
15,031
-226
1594
$216K ﹤0.01%
+437
1595
$216K ﹤0.01%
1,292
-1,092
1596
$216K ﹤0.01%
4,697
-811
1597
$216K ﹤0.01%
16,745
-2,590
1598
$216K ﹤0.01%
5,577
1599
$216K ﹤0.01%
8,281
-5,707
1600
$215K ﹤0.01%
13,061
+2,862
62 63
64
65 66