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
1,960
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 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1826
– –
-7,640
1827
– –
-6,093
1828
– –
-12,000
1829
– –
-2,540
1830
– –
-6,891
1831
– –
-10,777
1832
– –
-4,755
1833
– –
-10,569
1834
– –
-3,728
1835
– –
-11,873
1836
– –
-6,915
1837
– –
-10,735
1838
– –
-6,026
1839
– –
-5,283
1840
– –
-2,226
1841
– –
-1,820
1842
– –
-4,299
1843
– –
-46,825
1844
– –
-8,725
1845
– –
-7,824
1846
– –
-12,795
1847
– –
-3,867
1848
– –
-1,454
1849
– –
-66,884
1850
– –
-5,424
72 73
74
75 76