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
251
$7.7M 0.06%
135,096
+3,029
252
$7.68M 0.06%
167,409
+17,557
253
$7.66M 0.06%
273,390
+27,214
254
$7.63M 0.06%
114,242
+9,420
255
$7.6M 0.06%
164,648
-4,524
256
$7.6M 0.06%
118,430
+680
257
$7.51M 0.06%
19,841
+1,537
258
$7.45M 0.06%
177,814
+7,460
259
$7.4M 0.06%
65,352
-7,951
260
$7.4M 0.06%
146,967
-3,861
261
$7.38M 0.06%
154,804
+6,628
262
$7.3M 0.06%
71,013
+55,097
263
$7.3M 0.06%
226,808
+18,005
264
$7.29M 0.06%
43,975
+2,328
265
$7.18M 0.06%
54,974
+1,609
266
$7.14M 0.05%
69,419
-581
267
$7.07M 0.05%
52,784
+967
268
$7.03M 0.05%
73,328
+21,713
269
$6.89M 0.05%
267,208
+183,395
270
$6.87M 0.05%
73,125
+19,200
271
$6.85M 0.05%
69,388
+2,472
272
$6.82M 0.05%
92,503
-371
273
$6.78M 0.05%
27,813
+590
274
$6.75M 0.05%
23,125
+7,708
275
$6.71M 0.05%
209,077
+24,028
9 10
11
12 13