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
1026
$651K 0.01%
3,162
-1,912
1027
$648K 0.01%
17,837
+1,888
1028
$643K ﹤0.01%
+10,672
1029
$642K ﹤0.01%
8,272
-234
1030
$635K ﹤0.01%
5,592
+303
1031
$633K ﹤0.01%
2,853
+697
1032
$633K ﹤0.01%
4,943
+1,501
1033
$631K ﹤0.01%
17,823
1034
$630K ﹤0.01%
16,340
+136
1035
$630K ﹤0.01%
9,096
-11,618
1036
$626K ﹤0.01%
64,031
-1,062
1037
$624K ﹤0.01%
3,034
+1,238
1038
$623K ﹤0.01%
3,807
+1,517
1039
$623K ﹤0.01%
48,438
+2,550
1040
$622K ﹤0.01%
3,799
+982
1041
$622K ﹤0.01%
43,561
+5,402
1042
$621K ﹤0.01%
12,723
-580
1043
$620K ﹤0.01%
6,542
+279
1044
$620K ﹤0.01%
11,830
+7,815
1045
$618K ﹤0.01%
5,825
-128
1046
$616K ﹤0.01%
12,499
+1,319
1047
$616K ﹤0.01%
11,800
+1,588
1048
$615K ﹤0.01%
57,297
-11,861
1049
$614K ﹤0.01%
12,910
+2,061
1050
$613K ﹤0.01%
7,447
-5,337
40 41
42
43 44