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
1226
$420K ﹤0.01%
9,188
+1,214
1227
$420K ﹤0.01%
+1,979
1228
$419K ﹤0.01%
4,919
+1,259
1229
$419K ﹤0.01%
14,758
+5,924
1230
$418K ﹤0.01%
2,359
+613
1231
$415K ﹤0.01%
4,564
+143
1232
$413K ﹤0.01%
106,450
-36,990
1233
$412K ﹤0.01%
22,758
+7,588
1234
$412K ﹤0.01%
13,556
+122
1235
$410K ﹤0.01%
17,242
+4,818
1236
$410K ﹤0.01%
13,992
+85
1237
$410K ﹤0.01%
9,264
-380
1238
$409K ﹤0.01%
9,279
-390
1239
$406K ﹤0.01%
40,082
-109
1240
$406K ﹤0.01%
49,387
+541
1241
$406K ﹤0.01%
4,823
+14
1242
$406K ﹤0.01%
+3,555
1243
$405K ﹤0.01%
1,297
+70
1244
$404K ﹤0.01%
627
+38
1245
$403K ﹤0.01%
15,223
+191
1246
$403K ﹤0.01%
4,050
-327
1247
$403K ﹤0.01%
11,786
+923
1248
$403K ﹤0.01%
40,000
1249
$402K ﹤0.01%
3,675
+580
1250
$402K ﹤0.01%
8,839
+134
48 49
50
51 52