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
351
$4.36M 0.03%
28,211
+1,733
352
$4.36M 0.03%
88,475
+5,777
353
$4.36M 0.03%
96,211
-12,451
354
$4.35M 0.03%
41,972
-862
355
$4.33M 0.03%
81,578
-85,830
356
$4.32M 0.03%
36,980
-4,052
357
$4.29M 0.03%
79,545
+23,288
358
$4.28M 0.03%
22,298
+1,251
359
$4.26M 0.03%
99,161
-721
360
$4.25M 0.03%
61,777
+1,585
361
$4.23M 0.03%
28,665
+621
362
$4.22M 0.03%
11,108
+642
363
$4.21M 0.03%
11,933
+6,083
364
$4.21M 0.03%
80,605
+17,616
365
$4.18M 0.03%
67,017
-60
366
$4.16M 0.03%
21,803
+765
367
$4.14M 0.03%
121,178
+77,844
368
$4.11M 0.03%
119,381
+11,814
369
$4.09M 0.03%
23,436
+1,746
370
$4.09M 0.03%
67,550
-87,177
371
$4.03M 0.03%
57,356
+5,825
372
$4.02M 0.03%
79,624
+27,649
373
$4.02M 0.03%
44,676
+3,173
374
$4.02M 0.03%
127,157
+9,221
375
$4M 0.03%
+117,196
13 14
15
16 17