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
301
$5.79M 0.04%
95,614
+35,730
302
$5.77M 0.04%
23,177
-24,430
303
$5.77M 0.04%
16,679
+141
304
$5.73M 0.04%
7,944
-136
305
$5.72M 0.04%
63,776
-8,665
306
$5.7M 0.04%
214,904
+5,209
307
$5.67M 0.04%
34,304
+5,293
308
$5.66M 0.04%
64,385
+3,067
309
$5.65M 0.04%
138,303
-20,926
310
$5.61M 0.04%
23,650
+663
311
$5.6M 0.04%
136,894
+31,439
312
$5.57M 0.04%
144,846
313
$5.52M 0.04%
215,566
+15,376
314
$5.46M 0.04%
29,648
-369
315
$5.44M 0.04%
354,810
+30,206
316
$5.44M 0.04%
48,359
+11,945
317
$5.4M 0.04%
108,368
+7,542
318
$5.38M 0.04%
7,788
+557
319
$5.37M 0.04%
104,314
+108
320
$5.35M 0.04%
19,799
-9,741
321
$5.24M 0.04%
17,079
+441
322
$5.23M 0.04%
62,320
+2,885
323
$5.22M 0.04%
47,268
+3,038
324
$5.06M 0.04%
85,592
+31,931
325
$5.02M 0.04%
12
-1
11 12
13
14 15