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
1101
$553K ﹤0.01%
+14,189
1102
$553K ﹤0.01%
12,964
-1,257
1103
$552K ﹤0.01%
11,653
+589
1104
$548K ﹤0.01%
5,899
-38
1105
$548K ﹤0.01%
10,487
-10,375
1106
$544K ﹤0.01%
6,125
+1,719
1107
$542K ﹤0.01%
25,685
+4,916
1108
$541K ﹤0.01%
7,302
+6,657
1109
$538K ﹤0.01%
2,551
+435
1110
$537K ﹤0.01%
3,320
+372
1111
$535K ﹤0.01%
12,013
+121
1112
$534K ﹤0.01%
18,189
+45
1113
$534K ﹤0.01%
10,254
-9,096
1114
$533K ﹤0.01%
126,227
-1
1115
$532K ﹤0.01%
7,339
-1,014
1116
$531K ﹤0.01%
5,182
+731
1117
$530K ﹤0.01%
5,490
-1,281
1118
$530K ﹤0.01%
3,910
-301
1119
$528K ﹤0.01%
1,641
+386
1120
$528K ﹤0.01%
8,466
+1,196
1121
$527K ﹤0.01%
6,276
-333
1122
$527K ﹤0.01%
14,165
+2,968
1123
$526K ﹤0.01%
17,874
+280
1124
$525K ﹤0.01%
14,356
+526
1125
$525K ﹤0.01%
24,300
+5,415
43 44
45
46 47