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

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
801
$1.08M 0.01%
4,130
-14,402
802
$1.08M 0.01%
270,613
+274
803
$1.08M 0.01%
910
+4
804
$1.08M 0.01%
17,119
-22,584
805
$1.08M 0.01%
24,776
-1,588
806
$1.07M 0.01%
14,044
+11,470
807
$1.07M 0.01%
24,153
+15,861
808
$1.07M 0.01%
37,076
+4,491
809
$1.06M 0.01%
14,100
+804
810
$1.05M 0.01%
39,412
+1,345
811
$1.05M 0.01%
4,271
+88
812
$1.04M 0.01%
35,571
-593
813
$1.04M 0.01%
51,805
+1,093
814
$1.04M 0.01%
5,969
+1,355
815
$1.04M 0.01%
7,430
+636
816
$1.04M 0.01%
12,649
+3,181
817
$1.03M 0.01%
8,138
-30
818
$1.03M 0.01%
37,471
-335
819
$1.02M 0.01%
20,402
-1,971
820
$1.02M 0.01%
26,007
+380
821
$1.02M 0.01%
37,049
+2,993
822
$1.02M 0.01%
14,114
+8,308
823
$1.01M 0.01%
+11,000
824
$1.01M 0.01%
27,825
+8,795
825
$1.01M 0.01%
88,581
-1,592