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
$8.01B
AUM Growth
+$1.36B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,421
New
Increased
Reduced
Closed

Top Buys

1
+$67.2M
2
+$51.3M
3
+$41.6M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$39.7M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$27.7M

Top Sells

1
+$10.3B
2
+$25.8M
3
+$24M
4
BREW
Craft Brew Alliance, Inc.
BREW
+$23.1M
5
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$12.9M

Sector Composition

1 Technology 9.37%
2 Healthcare 4.32%
3 Financials 3.91%
4 Consumer Discretionary 3.76%
5 Industrials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1401
– –
-13,942
1402
– –
-1,762
1403
– –
-5,171
1404
– –
-10,284
1405
– –
-10,257
1406
– –
-25,000
1407
– –
-162,883
1408
– –
-33,171
1409
– –
-14,106
1410
– –
-28,222
1411
– –
-11,582
1412
– –
-6,224
1413
– –
-2,394
1414
– –
-36,573
1415
– –
-1,401,860
1416
– –
-6,707
1417
– –
-8,136
1418
– –
-467,347
1419
– –
-12,188
1420
– –
-11,500
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