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
276
$7.31M 0.05%
123,514
+9,272
277
$7.3M 0.05%
71,109
+96
278
$7.22M 0.05%
64,393
-959
279
$7.18M 0.05%
47,248
+4,288
280
$7.15M 0.05%
49,234
+1,878
281
$7.13M 0.05%
42,529
+8,225
282
$7.05M 0.05%
271,146
+31,359
283
$6.98M 0.05%
287,547
-9,740
284
$6.78M 0.05%
33,927
+4,009
285
$6.7M 0.05%
73,910
+4,196
286
$6.64M 0.05%
51,979
-2,903
287
$6.59M 0.05%
65,428
-17,650
288
$6.53M 0.05%
219,385
+10,308
289
$6.5M 0.05%
8,731
+943
290
$6.49M 0.05%
224,500
+26,133
291
$6.48M 0.05%
28,872
+1,059
292
$6.46M 0.05%
33,256
-72
293
$6.42M 0.04%
60,717
-21,925
294
$6.41M 0.04%
24,275
+1,411
295
$6.39M 0.04%
12,401
+6,777
296
$6.38M 0.04%
94,842
+79,914
297
$6.34M 0.04%
83,827
+10,696
298
$6.27M 0.04%
56,171
+2,644
299
$6.26M 0.04%
81,906
-27,964
300
$6.17M 0.04%
96,090
+21,469
10 11
12
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