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
1701
– –
-14,929
1702
– –
-200
1703
– –
-1,484
1704
– –
-10,587
1705
– –
-8,879
1706
– –
-12,014
1707
– –
-5,654
1708
– –
-3,084
1709
– –
-356
1710
– –
-12,665
1711
– –
-4,447
1712
– –
-655
1713
– –
-30
1714
– –
-70
1715
– –
-898
1716
– –
-124
1717
– –
-16,007
1718
– –
-45,247
1719
– –
-21,599
1720
– –
-13,212
1721
– –
-2,960
1722
– –
-8,535
1723
– –
-9,016
1724
– –
-490
1725
– –
-2,116
67 68
69
70 71