Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $65.6B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$179M
2
+$132M
3
+$81M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$66.7M
5
NVDA icon
NVIDIA
NVDA
+$65.4M

Top Sells

1
+$20.4M
2
+$8.04M
3
+$7.67M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$7.08M
5
AMP icon
Ameriprise Financial
AMP
+$6.16M

Sector Composition

1 Technology 8.74%
2 Financials 4.72%
3 Consumer Discretionary 3.99%
4 Healthcare 3.72%
5 Industrials 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$962K 0.01%
20,656
+4,656
852
$962K 0.01%
12,832
-110
853
$961K 0.01%
12,428
+298
854
$957K 0.01%
8,495
+1,881
855
$957K 0.01%
26,251
+154
856
$955K 0.01%
93,306
+68,190
857
$951K 0.01%
21,645
-19,045
858
$950K 0.01%
26,979
+12,923
859
$948K 0.01%
6,148
+775
860
$948K 0.01%
79,544
+4,621
861
$947K 0.01%
9,520
+842
862
$944K 0.01%
13,449
-11,619
863
$943K 0.01%
20,165
+1,192
864
$943K 0.01%
66,071
+5,056
865
$940K 0.01%
28,557
-18,872
866
$940K 0.01%
39,776
+4,206
867
$938K 0.01%
8,788
+16
868
$938K 0.01%
12,423
-1,490
869
$928K 0.01%
7,875
-6,207
870
$927K 0.01%
34,094
+1,710
871
$926K 0.01%
3,878
-518
872
$925K 0.01%
49,536
-32,604
873
$921K 0.01%
16,018
+8,933
874
$920K 0.01%
13,890
+66
875
$919K 0.01%
17,735
+2,124
33 34
35
36 37