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
1351
$325K ﹤0.01%
21,925
+1,025
1352
$324K ﹤0.01%
6,193
+478
1353
$324K ﹤0.01%
+1,123
1354
$322K ﹤0.01%
14,571
-428
1355
$321K ﹤0.01%
10,117
-326
1356
$320K ﹤0.01%
1,979
+142
1357
$319K ﹤0.01%
4,781
-1,136
1358
$319K ﹤0.01%
2,654
-664
1359
$318K ﹤0.01%
5,258
+917
1360
$318K ﹤0.01%
6,458
+744
1361
$318K ﹤0.01%
4,747
-327
1362
$318K ﹤0.01%
36,297
1363
$317K ﹤0.01%
10,781
+1,436
1364
$316K ﹤0.01%
+3,169
1365
$315K ﹤0.01%
3,800
+640
1366
$315K ﹤0.01%
4,818
-200
1367
$315K ﹤0.01%
6,850
+494
1368
$314K ﹤0.01%
20,000
1369
$313K ﹤0.01%
2,537
+93
1370
$313K ﹤0.01%
7,611
-6
1371
$312K ﹤0.01%
58,664
-2,261
1372
$311K ﹤0.01%
3,235
+932
1373
$311K ﹤0.01%
7,638
+800
1374
$311K ﹤0.01%
996
+81
1375
$310K ﹤0.01%
5,687
+437
53 54
55
56 57