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
$14.3B
AUM Growth
+$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,849
New
Increased
Reduced
Closed

Top Buys

1
+$156M
2
+$120M
3
+$99.1M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$61.5M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$59.5M

Top Sells

1
+$81M
2
+$31.5M
3
+$30.6M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$29.4M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$27.7M

Sector Composition

1 Technology 8.51%
2 Financials 4.38%
3 Consumer Discretionary 3.75%
4 Healthcare 3.72%
5 Industrials 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$8.65M 0.06%
367,759
+100,551
252
$8.62M 0.06%
74,152
+3,935
253
$8.58M 0.06%
+133,250
254
$8.53M 0.06%
42,774
+618
255
$8.51M 0.06%
54,694
+21,804
256
$8.46M 0.06%
184,346
-5,191
257
$8.45M 0.06%
142,148
+7,052
258
$8.41M 0.06%
166,614
+19,647
259
$8.39M 0.06%
46,097
+22,661
260
$8.32M 0.06%
96,563
-1,937
261
$8.3M 0.06%
246,369
+70,471
262
$8.26M 0.06%
60,169
+2,170
263
$8.24M 0.06%
79,927
+3,168
264
$8.18M 0.06%
174,067
+6,658
265
$8.08M 0.06%
242,291
+10,972
266
$7.95M 0.06%
32,882
+7,317
267
$7.84M 0.05%
22,703
+2,862
268
$7.79M 0.05%
223,189
-8,223
269
$7.69M 0.05%
78,784
+9,396
270
$7.61M 0.05%
108,626
+1,144
271
$7.59M 0.05%
14,068
+2,131
272
$7.46M 0.05%
120,820
-28,153
273
$7.41M 0.05%
118,188
-242
274
$7.37M 0.05%
162,074
-2,574
275
$7.35M 0.05%
143,987
+46,418
9 10
11
12 13