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
476
$2.7M 0.02%
20,675
+8,267
477
$2.68M 0.02%
66,398
-121,286
478
$2.68M 0.02%
31,054
-39,637
479
$2.67M 0.02%
94,995
+195
480
$2.67M 0.02%
59,152
+815
481
$2.67M 0.02%
42,109
+7,346
482
$2.66M 0.02%
11,262
+6,413
483
$2.65M 0.02%
+49,638
484
$2.64M 0.02%
49,250
+4,354
485
$2.64M 0.02%
10,825
-356
486
$2.63M 0.02%
43,124
+13,312
487
$2.62M 0.02%
34,554
-4,069
488
$2.62M 0.02%
9,065
+1,137
489
$2.62M 0.02%
61,428
-957
490
$2.61M 0.02%
62,088
+3,190
491
$2.61M 0.02%
84,100
+16,350
492
$2.61M 0.02%
52,378
+5,706
493
$2.6M 0.02%
44,295
-48,606
494
$2.6M 0.02%
99,145
-1,037
495
$2.59M 0.02%
46,299
+35,099
496
$2.59M 0.02%
10,697
-1,095
497
$2.57M 0.02%
33,213
+7,041
498
$2.56M 0.02%
18,236
+2,071
499
$2.55M 0.02%
83,876
+8,130
500
$2.55M 0.02%
37,785
+1,626