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
1651
$29K ﹤0.01%
12,027
-3,537
1652
$28K ﹤0.01%
10,500
1653
$27K ﹤0.01%
+11,189
1654
$26K ﹤0.01%
10,438
-1,582
1655
$26K ﹤0.01%
369
-17
1656
$26K ﹤0.01%
1,050
+2
1657
$24K ﹤0.01%
781
-3,887
1658
$24K ﹤0.01%
+2,058
1659
$12K ﹤0.01%
10,800
+400
1660
$9K ﹤0.01%
47,500
1661
$2K ﹤0.01%
+14,190
1662
– –
-2,293
1663
– –
-2,678
1664
– –
-1,497
1665
– –
-12,130
1666
– –
-1,483
1667
– –
-25,024
1668
– –
-10,569
1669
– –
-8,911
1670
– –
-13,000
1671
– –
-2,914
1672
– –
-3,167
1673
– –
-11,441
1674
– –
-23,256
1675
– –
-14,929
65 66
67
68 69