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
1751
$73K ﹤0.01%
10,609
+220
1752
$72K ﹤0.01%
41,798
+4,410
1753
$69K ﹤0.01%
10,829
-1,430
1754
$67K ﹤0.01%
10,313
1755
$65K ﹤0.01%
13,221
-291
1756
$65K ﹤0.01%
5,325
+4,566
1757
$64K ﹤0.01%
10,008
-140
1758
$63K ﹤0.01%
+10,582
1759
$61K ﹤0.01%
2,744
+192
1760
$58K ﹤0.01%
11,409
+675
1761
$57K ﹤0.01%
+14,528
1762
$55K ﹤0.01%
16,411
-639
1763
$55K ﹤0.01%
29,500
1764
$54K ﹤0.01%
14,367
+569
1765
$52K ﹤0.01%
21,426
-35,409
1766
$51K ﹤0.01%
16,726
+1,045
1767
$49K ﹤0.01%
10,860
-100
1768
$48K ﹤0.01%
19,100
-100
1769
$48K ﹤0.01%
17,047
+223
1770
$43K ﹤0.01%
27,772
+6,258
1771
$43K ﹤0.01%
18,984
-7,165
1772
$42K ﹤0.01%
18,447
1773
$41K ﹤0.01%
16,726
1774
$40K ﹤0.01%
800
1775
$40K ﹤0.01%
40,200
+15,300
69 70
71
72 73