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
1476
$241K ﹤0.01%
+1,901
1477
$241K ﹤0.01%
12,900
-2,400
1478
$240K ﹤0.01%
+1,015
1479
$240K ﹤0.01%
6,355
-1,418
1480
$239K ﹤0.01%
3,145
+602
1481
$239K ﹤0.01%
28,185
-153
1482
$239K ﹤0.01%
+7,055
1483
$238K ﹤0.01%
+4,435
1484
$238K ﹤0.01%
+5,059
1485
$238K ﹤0.01%
2,831
+126
1486
$237K ﹤0.01%
+2,750
1487
$235K ﹤0.01%
41,252
+429
1488
$235K ﹤0.01%
5,167
-2,121
1489
$234K ﹤0.01%
59,796
+5,550
1490
$234K ﹤0.01%
1,184
+98
1491
$234K ﹤0.01%
+7,548
1492
$233K ﹤0.01%
9,174
1493
$233K ﹤0.01%
1,430
+25
1494
$233K ﹤0.01%
+8,883
1495
$232K ﹤0.01%
+1,038
1496
$232K ﹤0.01%
29,500
-3,000
1497
$232K ﹤0.01%
+3,511
1498
$232K ﹤0.01%
2,480
-2,806
1499
$231K ﹤0.01%
+952
1500
$231K ﹤0.01%
+4,059
58 59
60
61 62