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

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
451
$2.96M 0.02%
35,208
+13
452
$2.94M 0.02%
86,042
-8,497
453
$2.94M 0.02%
11,440
+916
454
$2.92M 0.02%
78,515
+1,575
455
$2.92M 0.02%
157,143
-98,035
456
$2.89M 0.02%
212,461
+20,600
457
$2.85M 0.02%
14,408
+5,175
458
$2.85M 0.02%
83,779
+9,687
459
$2.85M 0.02%
21,172
+7,483
460
$2.84M 0.02%
18,795
+4,469
461
$2.82M 0.02%
51,157
-3,420
462
$2.82M 0.02%
520,554
+15,525
463
$2.81M 0.02%
12,799
464
$2.78M 0.02%
60,622
+8,906
465
$2.78M 0.02%
46,622
+8,871
466
$2.78M 0.02%
26,385
+8,757
467
$2.78M 0.02%
22,058
+1,121
468
$2.77M 0.02%
55,347
-6,469
469
$2.76M 0.02%
46,129
+7,289
470
$2.75M 0.02%
10,928
+1,015
471
$2.75M 0.02%
57,720
+10,370
472
$2.74M 0.02%
60,623
-21,282
473
$2.73M 0.02%
9,496
-3,175
474
$2.73M 0.02%
5,559
+281
475
$2.73M 0.02%
31,682
-3,256