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
$3.77B
AUM Growth
+$992M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,207
New
Increased
Reduced
Closed

Top Buys

1
+$97.2M
2
+$62.7M
3
+$45.8M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$40.5M
5
DWX icon
SPDR S&P International Dividend ETF
DWX
+$25.9M

Top Sells

1
+$10.4M
2
+$6.96M
3
+$5.37M
4
DD icon
DuPont de Nemours
DD
+$4.96M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.33M

Sector Composition

1 Technology 7.24%
2 Energy 5.84%
3 Financials 5.59%
4 Healthcare 4.8%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.6M 0.07%
41,061
+441
227
$2.6M 0.07%
56,165
+9,884
228
$2.58M 0.07%
51,415
-6,412
229
$2.58M 0.07%
+102,924
230
$2.57M 0.07%
+64,899
231
$2.56M 0.07%
20,681
+1,398
232
$2.49M 0.07%
63,518
+2,984
233
$2.48M 0.07%
46,721
+7,751
234
$2.48M 0.07%
56,531
+3,014
235
$2.47M 0.07%
47,105
+438
236
$2.47M 0.07%
18,449
-5,105
237
$2.47M 0.07%
72,162
+3,355
238
$2.46M 0.07%
23,399
-491
239
$2.46M 0.07%
118,131
+7,308
240
$2.44M 0.06%
78,597
+8,059
241
$2.43M 0.06%
31,022
+4,680
242
$2.42M 0.06%
14,648
-174
243
$2.42M 0.06%
62,669
+2,977
244
$2.42M 0.06%
27,553
+6,860
245
$2.41M 0.06%
51,608
+36,164
246
$2.38M 0.06%
26,625
+825
247
$2.36M 0.06%
359,499
+30,223
248
$2.35M 0.06%
67,436
+1,901
249
$2.33M 0.06%
15,267
-3,375
250
$2.33M 0.06%
32,890
+6,947
8 9
10
11 12