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
1301
$362K ﹤0.01%
+3,418
1302
$361K ﹤0.01%
9,415
-812
1303
$360K ﹤0.01%
4,680
+410
1304
$359K ﹤0.01%
1,838
+384
1305
$359K ﹤0.01%
15,993
+1,807
1306
$358K ﹤0.01%
5,080
+2
1307
$357K ﹤0.01%
7,456
+185
1308
$356K ﹤0.01%
3,125
+23
1309
$355K ﹤0.01%
15,751
-2,700
1310
$352K ﹤0.01%
7,785
+1,436
1311
$351K ﹤0.01%
965
+20
1312
$351K ﹤0.01%
1,273
+298
1313
$351K ﹤0.01%
19,024
+1,045
1314
$350K ﹤0.01%
+13,345
1315
$350K ﹤0.01%
28,580
-597
1316
$349K ﹤0.01%
6,344
+638
1317
$348K ﹤0.01%
10,566
-1,769
1318
$348K ﹤0.01%
21,094
-362
1319
$348K ﹤0.01%
12,590
-493
1320
$347K ﹤0.01%
+29,877
1321
$346K ﹤0.01%
+12,787
1322
$346K ﹤0.01%
+11,810
1323
$346K ﹤0.01%
14,854
+42
1324
$345K ﹤0.01%
9,329
+845
1325
$344K ﹤0.01%
8,520
-100