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
601
$1.86M 0.01%
16,163
+7,894
602
$1.86M 0.01%
6,185
-1,592
603
$1.85M 0.01%
22,869
+5,600
604
$1.85M 0.01%
36,924
-6,238
605
$1.85M 0.01%
2,307
-230
606
$1.85M 0.01%
4,771
-62
607
$1.84M 0.01%
17,066
+1,783
608
$1.84M 0.01%
35,734
-250
609
$1.83M 0.01%
81,008
-28,608
610
$1.82M 0.01%
45,812
-2,147
611
$1.82M 0.01%
10,434
+816
612
$1.81M 0.01%
22,403
-20,299
613
$1.79M 0.01%
16,247
+8,167
614
$1.79M 0.01%
23,113
+5,127
615
$1.79M 0.01%
45,107
+1,237
616
$1.78M 0.01%
69,297
-59,241
617
$1.78M 0.01%
36,005
-17,351
618
$1.77M 0.01%
63,224
-67,662
619
$1.76M 0.01%
16,050
-240
620
$1.76M 0.01%
6,154
+463
621
$1.76M 0.01%
44,690
+82
622
$1.76M 0.01%
16,394
+4,595
623
$1.75M 0.01%
30,031
+286
624
$1.75M 0.01%
43,909
-4,171
625
$1.75M 0.01%
7,363
-691
23 24
25
26 27