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
1876
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-4,272
1877
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-23,791
1878
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-14,756
1879
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-5,944
1880
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-12,256
1881
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-3,208
1882
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-3,317
1883
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-12,278
1884
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-134,629
1885
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-3,610
1886
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-10,176
1887
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-4,910
1888
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-5,491
1889
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-1,856
1890
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-987
1891
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-5,486
1892
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-3,746
1893
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-3,093
1894
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-12,000
1895
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-4,500
1896
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-792
1897
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-1,096
1898
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-5,648
1899
– –
-2,948
1900
– –
-3,267
74 75
76
77 78