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
601
$1.01M 0.01%
66,993
+16,146
602
$1.01M 0.01%
22,179
-40,235
603
$1.01M 0.01%
31,890
-148
604
$1.01M 0.01%
26,724
+15,088
605
$1.01M 0.01%
20,830
+36
606
$1M 0.01%
8,308
+232
607
$1M 0.01%
33,944
+17,231
608
$990K 0.01%
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609
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8,355
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610
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4,760
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611
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612
$969K 0.01%
11,410
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613
$956K 0.01%
12,179
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614
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41,053
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615
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618
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40,173
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9,209
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11,630
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621
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6,337
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622
$942K 0.01%
64,411
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623
$940K 0.01%
7,842
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624
$937K 0.01%
9,916
-2,173
625
$937K 0.01%
79,058
-355
23 24
25
26 27