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
1051
$612K ﹤0.01%
6,421
+346
1052
$612K ﹤0.01%
8,094
+172
1053
$611K ﹤0.01%
2,525
+731
1054
$609K ﹤0.01%
1,284
+307
1055
$608K ﹤0.01%
+9,028
1056
$607K ﹤0.01%
16,765
1057
$604K ﹤0.01%
33,167
-3,794
1058
$603K ﹤0.01%
15,989
-465
1059
$601K ﹤0.01%
1,608
+573
1060
$598K ﹤0.01%
5,578
+383
1061
$598K ﹤0.01%
10,339
+4,078
1062
$598K ﹤0.01%
26,531
-650
1063
$596K ﹤0.01%
10,476
-348
1064
$596K ﹤0.01%
5,784
+25
1065
$594K ﹤0.01%
6,858
+569
1066
$594K ﹤0.01%
13,526
+1
1067
$587K ﹤0.01%
3,588
+252
1068
$586K ﹤0.01%
11,224
+1,603
1069
$586K ﹤0.01%
+11,523
1070
$586K ﹤0.01%
25,331
-352
1071
$586K ﹤0.01%
17,761
-557
1072
$586K ﹤0.01%
31,014
+264
1073
$583K ﹤0.01%
6,438
-1,270
1074
$582K ﹤0.01%
2,081
+378
1075
$581K ﹤0.01%
4,559
+6
41 42
43
44 45