Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $65.6B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$179M
2
+$132M
3
+$81M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$66.7M
5
NVDA icon
NVIDIA
NVDA
+$65.4M

Top Sells

1
+$20.4M
2
+$8.04M
3
+$7.67M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$7.08M
5
AMP icon
Ameriprise Financial
AMP
+$6.16M

Sector Composition

1 Technology 8.74%
2 Financials 4.72%
3 Consumer Discretionary 3.99%
4 Healthcare 3.72%
5 Industrials 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$2.1M 0.02%
31,022
-289
552
$2.08M 0.02%
49,882
+5,761
553
$2.08M 0.02%
53,463
-2,285
554
$2.07M 0.02%
14,162
+7,090
555
$2.07M 0.02%
76,054
+934
556
$2.07M 0.02%
28,311
+11,975
557
$2.06M 0.02%
41,617
-685
558
$2.05M 0.02%
18,598
+351
559
$2.05M 0.02%
48,919
+29,489
560
$2.04M 0.02%
23,196
+3,286
561
$2.04M 0.02%
19,874
-7,532
562
$2.03M 0.02%
60,087
+1,581
563
$2.02M 0.02%
36,375
+4,141
564
$2.02M 0.02%
30,097
-1,567
565
$2.02M 0.02%
41,534
+4,483
566
$2.02M 0.02%
3,615
-2,447
567
$2.01M 0.02%
24,124
-61
568
$2.01M 0.02%
32,550
-31,008
569
$2.01M 0.02%
27,294
+2,028
570
$2.01M 0.02%
12,756
-64
571
$2M 0.02%
11,261
-515
572
$2M 0.02%
15,059
+11,178
573
$1.99M 0.02%
48,388
-6,294
574
$1.99M 0.02%
43,535
+3,264
575
$1.97M 0.02%
13,605
+3,794
21 22
23
24 25