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
176
$11.3M 0.09%
76,511
+289
177
$11.3M 0.09%
142,947
+32,767
178
$11.3M 0.09%
19,236
-2,689
179
$11.3M 0.09%
171,534
+70,525
180
$11.2M 0.09%
79,931
+8,640
181
$10.8M 0.08%
49,301
+3,082
182
$10.8M 0.08%
27,368
+2,997
183
$10.6M 0.08%
29,139
+505
184
$10.6M 0.08%
149,512
+13,687
185
$10.4M 0.08%
164,345
-960
186
$10.3M 0.08%
189,537
+6,193
187
$10.3M 0.08%
88,568
+35,285
188
$10.3M 0.08%
227,177
-4,971
189
$10.1M 0.08%
256,644
-2,712
190
$10.1M 0.08%
59,918
+3,815
191
$10M 0.08%
161,971
+7,268
192
$10M 0.08%
198,583
-7,363
193
$10M 0.08%
21,813
+123
194
$10M 0.08%
189,480
+20,950
195
$9.98M 0.08%
65,412
-1,519
196
$9.96M 0.08%
97,670
-3,435
197
$9.89M 0.08%
41,300
+3,339
198
$9.88M 0.08%
362,873
-29,843
199
$9.86M 0.08%
45,563
+1,740
200
$9.82M 0.08%
115,158
+16,048
6 7
8
9 10