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
$8.01B
AUM Growth
+$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,421
New
Increased
Reduced
Closed

Top Buys

1
+$67.2M
2
+$51.3M
3
+$41.6M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$39.7M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$27.7M

Top Sells

1
+$10.3B
2
+$25.8M
3
+$24M
4
BREW
Craft Brew Alliance, Inc.
BREW
+$23.1M
5
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$12.9M

Sector Composition

1 Technology 9.38%
2 Healthcare 4.32%
3 Financials 3.91%
4 Consumer Discretionary 3.76%
5 Industrials 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$1.1M 0.01%
12,959
+177
577
$1.1M 0.01%
31,688
-37,468
578
$1.1M 0.01%
32,293
-8,223
579
$1.1M 0.01%
25,578
+6,638
580
$1.09M 0.01%
24,244
-171
581
$1.08M 0.01%
17,233
+798
582
$1.07M 0.01%
11,197
+442
583
$1.06M 0.01%
+2,962
584
$1.06M 0.01%
60,762
-15,253
585
$1.06M 0.01%
34,295
+7,983
586
$1.06M 0.01%
7,706
+55
587
$1.06M 0.01%
10,672
+940
588
$1.06M 0.01%
13,521
+990
589
$1.05M 0.01%
21,907
+5,437
590
$1.05M 0.01%
62,351
-5,216
591
$1.05M 0.01%
32,742
+24
592
$1.04M 0.01%
67,525
+1,870
593
$1.03M 0.01%
4,796
-793
594
$1.03M 0.01%
67,155
595
$1.03M 0.01%
22,046
-2,250
596
$1.02M 0.01%
86,453
-38,706
597
$1.02M 0.01%
8,512
-334
598
$1.02M 0.01%
6,695
-996
599
$1.02M 0.01%
10,937
-479
600
$1.01M 0.01%
5,284
+1,813
22 23
24
25 26