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
1901
– –
-7,132
1902
– –
-4,338
1903
– –
-80,583
1904
– –
-1,430
1905
– –
-5,247
1906
– –
-9,087
1907
– –
-16,673
1908
– –
-2,500
1909
– –
-8,072
1910
– –
-5,067
1911
– –
-93,716
1912
– –
-1,316
1913
– –
-3,554
1914
– –
-750
1915
– –
-6,544
1916
– –
-7,400
1917
– –
-2,213
1918
– –
-6,040
1919
– –
-9,365
1920
– –
-29,852
1921
– –
-1,302
1922
– –
-10,918
1923
– –
-5,785
1924
– –
-1,466
1925
– –
-3,691
75 76
77
78 79