Mercer Global Advisors Portfolio holdings
AUM
$44.5B
1-Year Return
12.22%
This Quarter Return
+0.86%
1 Year Return
+12.22%
3 Year Return
+48.64%
5 Year Return
+80.05%
10 Year Return
–
AUM
$4.25B
AUM Growth
+$479M
(+13%)
Cap. Flow
+$454M
Cap. Flow
% of AUM
10.67%
Top 10 Holdings %
Top 10 Hldgs %
22.55%
Holding
1,253
New
104
Increased
573
Reduced
416
Closed
129
Top Buys
Top Sells
| 1 |
Schwab US Aggregate Bond ETF
SCHZ
|
$5.39M |
| 2 |
iShares Russell 1000 Growth ETF
IWF
|
$4.84M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$4.32M |
| 4 |
Schlumberger
SLB
|
$3.36M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$2.76M |
Sector Composition
| 1 | Technology | 7.32% |
| 2 | Financials | 5.55% |
| 3 | Healthcare | 4.89% |
| 4 | Energy | 4.86% |
| 5 | Industrials | 4.49% |