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
1501
$231K ﹤0.01%
1,003
-4,620
1502
$230K ﹤0.01%
+992
1503
$229K ﹤0.01%
6,783
+318
1504
$229K ﹤0.01%
21,598
+350
1505
$228K ﹤0.01%
+5,606
1506
$228K ﹤0.01%
+26,899
1507
$228K ﹤0.01%
11,341
-253
1508
$228K ﹤0.01%
+2,044
1509
$227K ﹤0.01%
+2,342
1510
$227K ﹤0.01%
+3,238
1511
$226K ﹤0.01%
+8,480
1512
$226K ﹤0.01%
4,670
+1,073
1513
$225K ﹤0.01%
10,963
-752
1514
$225K ﹤0.01%
3,705
-10
1515
$225K ﹤0.01%
+4,204
1516
$225K ﹤0.01%
14,871
-194
1517
$224K ﹤0.01%
7,277
+71
1518
$223K ﹤0.01%
9,139
-3,123
1519
$222K ﹤0.01%
+3,458
1520
$221K ﹤0.01%
+2,369
1521
$221K ﹤0.01%
1,336
1522
$220K ﹤0.01%
+1,218
1523
$219K ﹤0.01%
+1,508
1524
$219K ﹤0.01%
49,877
+3,472
1525
$219K ﹤0.01%
11,670
-408