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
826
$1.01M 0.01%
7,187
-933
827
$1.01M 0.01%
165,057
+1,834
828
$1.01M 0.01%
26,700
+3,480
829
$1.01M 0.01%
18,876
830
$1.01M 0.01%
36,941
-105
831
$1M 0.01%
12,530
+3,454
832
$1M 0.01%
14,928
+450
833
$1M 0.01%
7,520
+214
834
$1M 0.01%
10,516
-40
835
$1M 0.01%
34,570
+8,560
836
$1M 0.01%
5,627
+851
837
$991K 0.01%
18,937
+1,403
838
$990K 0.01%
18,432
+7,184
839
$989K 0.01%
11,011
+973
840
$986K 0.01%
91,740
841
$985K 0.01%
4,686
+609
842
$983K 0.01%
9,838
-1,871
843
$983K 0.01%
5,909
+459
844
$982K 0.01%
9,663
+620
845
$981K 0.01%
10,849
+930
846
$979K 0.01%
9,046
+1,007
847
$979K 0.01%
41,662
+352
848
$978K 0.01%
53,922
+282
849
$971K 0.01%
11,392
-2,868
850
$968K 0.01%
26,620
-15,441
32 33
34
35 36