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
726
$1.33M 0.01%
10,785
+769
727
$1.32M 0.01%
8,621
+6,430
728
$1.31M 0.01%
1,144
+30
729
$1.31M 0.01%
11,902
+2,926
730
$1.31M 0.01%
23,527
+5,712
731
$1.3M 0.01%
8,096
-1,927
732
$1.3M 0.01%
14,727
+2,159
733
$1.3M 0.01%
22,695
+2,322
734
$1.29M 0.01%
44,101
-1,725
735
$1.29M 0.01%
6,408
-11,397
736
$1.28M 0.01%
70,284
-9,198
737
$1.27M 0.01%
6,170
+142
738
$1.27M 0.01%
+10,155
739
$1.26M 0.01%
24,614
-25,470
740
$1.26M 0.01%
16,970
+1,864
741
$1.25M 0.01%
19,810
+2,101
742
$1.24M 0.01%
21,227
-1,351
743
$1.23M 0.01%
64,885
744
$1.23M 0.01%
18,483
+242
745
$1.23M 0.01%
34,164
+1,422
746
$1.22M 0.01%
7,212
+808
747
$1.22M 0.01%
33,698
+12,403
748
$1.22M 0.01%
21,304
-4,405
749
$1.22M 0.01%
49,310
-47,900
750
$1.21M 0.01%
18,752
+5,271
28 29
30
31 32