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
$59.9B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,729
New
Increased
Reduced
Closed

Top Buys

1
+$1.53B
2
+$1.04B
3
+$655M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$496M
5
AVGO icon
Broadcom
AVGO
+$333M

Top Sells

1
+$63.3M
2
+$48.3M
3
+$37.1M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$32.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$28.7M

Sector Composition

1 Technology 9.83%
2 Financials 3.85%
3 Consumer Discretionary 2.66%
4 Communication Services 2.45%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SCHW icon
226
Charles Schwab
SCHW
$167B
$29.9M 0.05%
313,178
+69,366
VGLT icon
227
Vanguard Long-Term Treasury ETF
VGLT
$9.78B
$29.4M 0.05%
+517,776
SCZ icon
228
iShares MSCI EAFE Small-Cap ETF
SCZ
$12.5B
$29.3M 0.05%
381,567
+342,521
NULV icon
229
Nuveen ESG Large-Cap Value ETF
NULV
$1.93B
$29.2M 0.05%
666,023
+210,324
UAL icon
230
United Airlines
UAL
$34B
$28.9M 0.05%
299,591
+26,642
IBTG icon
231
iShares iBonds Dec 2026 Term Treasury ETF
IBTG
$2.18B
$28.9M 0.05%
1,257,685
+606,461
UNP icon
232
Union Pacific
UNP
$140B
$28.6M 0.05%
120,880
+1,860
DES icon
233
WisdomTree US SmallCap Dividend Fund
DES
$1.87B
$28.5M 0.05%
845,624
+255,451
CMF icon
234
iShares California Muni Bond ETF
CMF
$3.61B
$28.4M 0.05%
497,273
+114,740
AMD icon
235
Advanced Micro Devices
AMD
$355B
$28.3M 0.05%
+175,109
VWOB icon
236
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.29B
$27.8M 0.05%
+416,075
IBMO icon
237
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$552M
$27.4M 0.05%
1,069,676
+122,334
WAB icon
238
Wabtec
WAB
$36.7B
$27.4M 0.05%
136,830
+11,197
AFL icon
239
Aflac
AFL
$57.3B
$27.3M 0.05%
+252,457
SPTL icon
240
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$11B
$27.1M 0.05%
1,006,106
+996,287
VOX icon
241
Vanguard Communication Services ETF
VOX
$5.96B
$27M 0.05%
143,613
+139,550
XCEM icon
242
Columbia EM Core ex-China ETF
XCEM
$1.26B
$27M 0.05%
+742,036
COP icon
243
ConocoPhillips
COP
$116B
$26.5M 0.04%
279,785
+4,143
INTU icon
244
Intuit
INTU
$187B
$26.5M 0.04%
38,733
-255
CAH icon
245
Cardinal Health
CAH
$47.2B
$26.4M 0.04%
168,457
+10,826
NKE icon
246
Nike
NKE
$97.4B
$26.3M 0.04%
377,194
+29,885
DIS icon
247
Walt Disney
DIS
$188B
$26.2M 0.04%
228,773
+17,041
WRD
248
WeRide Inc
WRD
$3.25B
$25.9M 0.04%
+2,619,333
GEV icon
249
GE Vernova
GEV
$171B
$25.6M 0.04%
41,648
+1,652
CMI icon
250
Cummins
CMI
$70.5B
$25.2M 0.04%
59,778
+10,544
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