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
526
$2.31M 0.02%
9,181
+879
527
$2.3M 0.02%
16,010
+571
528
$2.29M 0.02%
8,351
+318
529
$2.29M 0.02%
13,157
+636
530
$2.27M 0.02%
20,626
+3,499
531
$2.26M 0.02%
62,171
+1,748
532
$2.24M 0.02%
49,503
-9,568
533
$2.23M 0.02%
27,221
+825
534
$2.22M 0.02%
21,669
+2,722
535
$2.22M 0.02%
+57,862
536
$2.19M 0.02%
18,088
+32
537
$2.17M 0.02%
36,677
+28,147
538
$2.17M 0.02%
3,898
-53
539
$2.17M 0.02%
18,245
+5,803
540
$2.15M 0.02%
48,373
+8,643
541
$2.14M 0.02%
41,800
+2,446
542
$2.14M 0.02%
4,560
+1,135
543
$2.13M 0.02%
11,837
-1,244
544
$2.13M 0.02%
16,459
+175
545
$2.13M 0.02%
3,988
-2,853
546
$2.12M 0.02%
+59,000
547
$2.11M 0.02%
5,091
+1,607
548
$2.11M 0.02%
57,394
+8,430
549
$2.1M 0.02%
26,087
+3,824
550
$2.1M 0.02%
85,222
-3,487
20 21
22
23 24