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
651
$1.61M 0.01%
35,653
+5,049
652
$1.6M 0.01%
10,255
+506
653
$1.6M 0.01%
4,649
+3,449
654
$1.59M 0.01%
99,437
+37,400
655
$1.59M 0.01%
8,841
+868
656
$1.58M 0.01%
11,602
-400
657
$1.58M 0.01%
9,916
-3,704
658
$1.57M 0.01%
53,880
+13,084
659
$1.57M 0.01%
39,155
-6,461
660
$1.56M 0.01%
50,432
+53
661
$1.56M 0.01%
42,425
+15
662
$1.56M 0.01%
85,596
+24,048
663
$1.55M 0.01%
51,651
-19
664
$1.55M 0.01%
7,931
-56
665
$1.55M 0.01%
17,322
-722
666
$1.54M 0.01%
76,783
+10,613
667
$1.54M 0.01%
9,411
+650
668
$1.54M 0.01%
9,473
-2,811
669
$1.54M 0.01%
27,946
-564
670
$1.54M 0.01%
6,540
+1,257
671
$1.54M 0.01%
36,301
-2,041
672
$1.53M 0.01%
4,229
+704
673
$1.53M 0.01%
72,236
-22,529
674
$1.52M 0.01%
11,800
-1,176
675
$1.52M 0.01%
+43,951
25 26
27
28 29