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
$13B
AUM Growth
+$2.01B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,778
New
Increased
Reduced
Closed

Top Buys

1
+$181M
2
+$134M
3
+$80.8M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$67.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$66.3M

Top Sells

1
+$19.9M
2
+$7.85M
3
+$7.67M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$7.08M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.25M

Sector Composition

1 Technology 8.75%
2 Financials 4.71%
3 Consumer Discretionary 3.99%
4 Healthcare 3.72%
5 Industrials 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8.62M 0.07%
265,209
+191,129
227
$8.62M 0.07%
297,287
+35,346
228
$8.51M 0.07%
47,524
-17,900
229
$8.5M 0.07%
322,210
+48,731
230
$8.49M 0.07%
83,078
+41,429
231
$8.46M 0.07%
70,217
+3,792
232
$8.44M 0.06%
202,845
+258
233
$8.43M 0.06%
3,850
+202
234
$8.42M 0.06%
231,319
-20,453
235
$8.24M 0.06%
86,381
+3,730
236
$8.18M 0.06%
150,358
-7,246
237
$8.15M 0.06%
231,412
+5,037
238
$8.13M 0.06%
301,232
+105,344
239
$8.11M 0.06%
98,500
-900
240
$8.09M 0.06%
76,759
-10,191
241
$8.06M 0.06%
42,156
-9,183
242
$7.98M 0.06%
135,421
+8,382
243
$7.96M 0.06%
31,109
+27
244
$7.95M 0.06%
54,882
-36,523
245
$7.91M 0.06%
91,131
+9,642
246
$7.87M 0.06%
58,830
+2,004
247
$7.86M 0.06%
117,346
-93,326
248
$7.84M 0.06%
57,999
+5,894
249
$7.78M 0.06%
79,228
+1,067
250
$7.77M 0.06%
105,294
-1,028
8 9
10
11 12