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
51
$50.5M 0.39%
+2,013,697
52
$45.5M 0.35%
372,860
+39,680
53
$44.5M 0.34%
793,310
+30,179
54
$43.5M 0.33%
192,949
+7,899
55
$42.8M 0.33%
571,082
+31,831
56
$41.3M 0.32%
1,551,136
-22,479
57
$40.7M 0.31%
539,149
+51,398
58
$40.4M 0.31%
100,812
+3,796
59
$39.9M 0.31%
1,256,971
+37,185
60
$39.5M 0.3%
460,239
+32,404
61
$39M 0.3%
345,569
-12,271
62
$38.9M 0.3%
171,744
+46,692
63
$38.2M 0.29%
247,445
+9,440
64
$37.4M 0.29%
240,420
+11,691
65
$37.2M 0.29%
104,837
-1,201
66
$35M 0.27%
639,413
-13,333
67
$34.8M 0.27%
257,691
+36,322
68
$33.8M 0.26%
168,652
+8,934
69
$33M 0.25%
1,445,811
+55,653
70
$32.4M 0.25%
204,348
+2
71
$32.3M 0.25%
1,259,404
+272,858
72
$31M 0.24%
585,451
-20,182
73
$30.5M 0.23%
128,668
+2,021
74
$30M 0.23%
134,594
+26,748
75
$29.9M 0.23%
127,700
+4,805
1 2
3
4 5