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

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
1201
$444K ﹤0.01%
44,807
+3,310
1202
$444K ﹤0.01%
17,430
1203
$442K ﹤0.01%
83,636
+636
1204
$442K ﹤0.01%
17,162
+242
1205
$442K ﹤0.01%
11,659
-200
1206
$441K ﹤0.01%
7,389
+173
1207
$440K ﹤0.01%
3,475
-3,555
1208
$439K ﹤0.01%
+7,527
1209
$438K ﹤0.01%
67,200
1210
$437K ﹤0.01%
8,674
+1,295
1211
$432K ﹤0.01%
6,377
+17
1212
$430K ﹤0.01%
4,894
+165
1213
$429K ﹤0.01%
29,155
+3,050
1214
$429K ﹤0.01%
+2,231
1215
$428K ﹤0.01%
7,530
-265
1216
$427K ﹤0.01%
2,192
+367
1217
$427K ﹤0.01%
4,244
+195
1218
$426K ﹤0.01%
127
+59
1219
$426K ﹤0.01%
4,521
+716
1220
$425K ﹤0.01%
18,632
+1,594
1221
$423K ﹤0.01%
13,786
-303
1222
$423K ﹤0.01%
8,311
-4,416
1223
$423K ﹤0.01%
5,891
+11
1224
$422K ﹤0.01%
19,489
+361
1225
$421K ﹤0.01%
17,457
-3,475