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
1851
– –
-4,037
1852
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-8,174
1853
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-2,946
1854
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-8,650
1855
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-3,037
1856
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-4,107
1857
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-5,759
1858
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-1,569
1859
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-18,360
1860
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-2,363
1861
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-10,594
1862
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-5,677
1863
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-7,958
1864
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-14,297
1865
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-5,930
1866
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-21,851
1867
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-5,784
1868
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-41,053
1869
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-2,797
1870
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-14,815
1871
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-3,767
1872
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-5,048
1873
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-12,914
1874
– –
-3,527
1875
– –
-99,022
73 74
75
76 77