Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $65.6B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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
+$179M
2
+$132M
3
+$81M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$66.7M
5
NVDA icon
NVIDIA
NVDA
+$65.4M

Top Sells

1
+$20.4M
2
+$8.04M
3
+$7.67M
4
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$7.08M
5
AMP icon
Ameriprise Financial
AMP
+$6.16M

Sector Composition

1 Technology 8.74%
2 Financials 4.72%
3 Consumer Discretionary 3.99%
4 Healthcare 3.72%
5 Industrials 3.1%
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%
8,311
-4,416
1222
$423K ﹤0.01%
5,891
+11
1223
$423K ﹤0.01%
13,786
-303
1224
$422K ﹤0.01%
19,489
+361
1225
$421K ﹤0.01%
17,457
-3,475
47 48
49
50 51