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
$16.3B
AUM Growth
-$642M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,961
New
Increased
Reduced
Closed

Top Sells

1 +$62.9M
2 +$26M
3 +$26M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$17.8M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$8.69M

Sector Composition

1 Technology 7.64%
2 Financials 4.41%
3 Healthcare 3.96%
4 Consumer Discretionary 2.9%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1851
-134,629
1852
-4,910
1853
-5,491
1854
-1,856
1855
-987
1856
-5,486
1857
-3,746
1858
-12,000
1859
-3,093
1860
-12,000
1861
-4,500
1862
-792
1863
-1,096
1864
-5,648
1865
-2,948
1866
-3,267
1867
-7,132
1868
-4,338
1869
-80,583
1870
-10,918
1871
-5,785
1872
-1,466
1873
-6,895
1874
-9,060
1875
-6,731