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
1926
– –
-4,224
1927
– –
-15,158
1928
– –
-8,275
1929
– –
-5,100
1930
– –
-6,476
1931
– –
-10,086
1932
– –
-2,659
1933
– –
-8,644
1934
– –
-11,848
1935
– –
-4,353
1936
– –
-6,895
1937
– –
-9,060
1938
– –
-6,731
1939
– –
-216,480
1940
– –
-2,003
1941
– –
-1,166
1942
– –
-22,000
1943
– –
-14,682
1944
– –
-4,863
1945
– –
-6,591
1946
– –
-1,337
1947
– –
-1,872
1948
– –
-12,721
1949
– –
-10,606
1950
– –
-2,950
75 76 77
78
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