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
– –
-298,173
1702
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-60,598
1703
– –
-7,966
1704
– –
-2,380
1705
– –
-13,106
1706
– –
-852
1707
– –
-9,331
1708
– –
-15,503
1709
– –
-3,666
1710
– –
-1,484
1711
– –
-10,587
1712
– –
-8,879
1713
– –
-5,654
1714
– –
-25,000
1715
– –
-70
1716
– –
-898
1717
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-124
1718
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-200
1719
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-4,629
1720
– –
-4,887
1721
– –
-300
1722
– –
-35
1723
– –
-3,116
1724
– –
-400
1725
– –
-9,130
67 68
69
70 71