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
1001
$687K 0.01%
49,267
+2,708
1002
$687K 0.01%
17,303
1003
$686K 0.01%
2,153
+642
1004
$684K 0.01%
15,059
-7,141
1005
$684K 0.01%
4,710
+164
1006
$682K 0.01%
4,965
-264
1007
$678K 0.01%
9,039
+4,689
1008
$678K 0.01%
41,663
-24,470
1009
$678K 0.01%
+54,200
1010
$678K 0.01%
40,013
+3,022
1011
$677K 0.01%
1,950
+276
1012
$677K 0.01%
7,483
+1,469
1013
$673K 0.01%
17,608
-765
1014
$668K 0.01%
7,308
+356
1015
$667K 0.01%
11,688
+263
1016
$664K 0.01%
7,355
+1,807
1017
$663K 0.01%
18,042
-3,300
1018
$663K 0.01%
1,013
+181
1019
$657K 0.01%
35,001
-1,625
1020
$657K 0.01%
19,516
-1,166
1021
$657K 0.01%
12,976
+2,055
1022
$655K 0.01%
1,896
-106
1023
$654K 0.01%
9,086
+1,387
1024
$653K 0.01%
7,169
+10
1025
$652K 0.01%
4,331
-2,633
39 40
41
42 43