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
626
$1.75M 0.01%
9,086
+4,071
627
$1.74M 0.01%
17,183
+14,306
628
$1.73M 0.01%
8,432
+2,157
629
$1.73M 0.01%
24,425
+2,018
630
$1.72M 0.01%
39,785
+1,068
631
$1.72M 0.01%
8,327
+894
632
$1.72M 0.01%
+19,664
633
$1.71M 0.01%
17,186
-960
634
$1.7M 0.01%
37,375
+1,003
635
$1.7M 0.01%
30,651
+761
636
$1.69M 0.01%
20,365
+320
637
$1.67M 0.01%
73,415
+5,054
638
$1.66M 0.01%
32,601
-299
639
$1.65M 0.01%
44,444
-2,787
640
$1.64M 0.01%
7,601
+763
641
$1.64M 0.01%
8,377
+336
642
$1.64M 0.01%
48,713
+4,760
643
$1.64M 0.01%
31,616
-2,320
644
$1.64M 0.01%
40,199
-1,546
645
$1.64M 0.01%
5,928
-1,752
646
$1.63M 0.01%
14,512
+196
647
$1.63M 0.01%
35,685
+2,631
648
$1.62M 0.01%
10,030
+1,455
649
$1.62M 0.01%
5,379
+340
650
$1.61M 0.01%
25,669
-2,087
24 25
26
27 28