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
1876
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-216,480
1877
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-2,003
1878
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-1,166
1879
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-22,000
1880
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-14,682
1881
– –
-4,863
1882
– –
-5,694
1883
– –
-2,215
1884
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-2,540
1885
– –
-7,640
1886
– –
-6,591
1887
– –
-1,337
1888
– –
-1,872
1889
– –
-12,721
1890
– –
-10,606
1891
– –
-2,950
1892
– –
-6,891
1893
– –
-10,777
1894
– –
-14,297
1895
– –
-5,930
1896
– –
-4,755
1897
– –
-10,569
1898
– –
-3,728
1899
– –
-3,610
1900
– –
-10,176
74 75
76
77 78