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
1826
– –
-22,639
1827
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-6,026
1828
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-5,283
1829
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-2,226
1830
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-1,820
1831
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-4,299
1832
– –
-5,759
1833
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-1,569
1834
– –
-18,360
1835
– –
-2,363
1836
– –
-10,594
1837
– –
-5,677
1838
– –
-7,958
1839
– –
-21,851
1840
– –
-5,784
1841
– –
-41,053
1842
– –
-2,797
1843
– –
-14,815
1844
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-23,791
1845
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-14,756
1846
– –
-5,944
1847
– –
-12,256
1848
– –
-3,208
1849
– –
-3,317
1850
– –
-12,278
72 73
74
75 76