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
501
$2.55M 0.02%
46,772
-2,095
502
$2.53M 0.02%
93,760
+13,208
503
$2.51M 0.02%
45,131
+58
504
$2.49M 0.02%
25,616
+6,770
505
$2.48M 0.02%
53,606
+911
506
$2.48M 0.02%
51,066
+6,291
507
$2.48M 0.02%
57,951
+1,534
508
$2.47M 0.02%
8,048
+284
509
$2.46M 0.02%
11,945
+1,501
510
$2.46M 0.02%
36,086
+24,107
511
$2.44M 0.02%
31,625
-11,926
512
$2.43M 0.02%
23,613
+113
513
$2.42M 0.02%
36,777
+10,894
514
$2.4M 0.02%
19,501
+400
515
$2.4M 0.02%
114,872
+14,915
516
$2.39M 0.02%
20,479
-707
517
$2.39M 0.02%
89,747
+26,574
518
$2.39M 0.02%
17,488
+6,456
519
$2.38M 0.02%
101,445
+143
520
$2.38M 0.02%
10,896
+1,904
521
$2.37M 0.02%
+13,310
522
$2.34M 0.02%
12,536
+184
523
$2.34M 0.02%
25,593
+593
524
$2.33M 0.02%
16,189
+1,129
525
$2.31M 0.02%
81,347
-84,399
19 20
21
22 23