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
1276
$379K ﹤0.01%
21,440
+425
1277
$377K ﹤0.01%
30,623
+2,423
1278
$377K ﹤0.01%
39,894
+658
1279
$376K ﹤0.01%
4,262
+105
1280
$375K ﹤0.01%
2,063
+439
1281
$375K ﹤0.01%
5,919
+1,042
1282
$375K ﹤0.01%
3,825
+90
1283
$375K ﹤0.01%
8,106
+1,919
1284
$374K ﹤0.01%
12,207
-5,618
1285
$374K ﹤0.01%
4,686
-287
1286
$372K ﹤0.01%
1,416
+72
1287
$371K ﹤0.01%
16,304
-612
1288
$371K ﹤0.01%
31,147
+1,513
1289
$371K ﹤0.01%
7,709
-180
1290
$371K ﹤0.01%
17,741
-179
1291
$369K ﹤0.01%
2,124
+828
1292
$368K ﹤0.01%
+68,778
1293
$368K ﹤0.01%
5,938
+1,304
1294
$367K ﹤0.01%
13,873
-2,702
1295
$367K ﹤0.01%
6,937
+1,963
1296
$366K ﹤0.01%
20,144
-200
1297
$366K ﹤0.01%
7,856
+2,828
1298
$364K ﹤0.01%
2,277
+232
1299
$363K ﹤0.01%
+20,040
1300
$362K ﹤0.01%
14,793
+1,096
50 51
52
53 54