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
301
$6.12M 0.04%
73,500
-1,968
302
$6.12M 0.04%
36,513
+1,373
303
$6.11M 0.04%
15,877
+9,337
304
$6.09M 0.04%
16,121
+5,013
305
$6.02M 0.04%
132,252
-22,552
306
$6.01M 0.04%
21,081
-2,044
307
$5.99M 0.04%
195,129
-31,679
308
$5.99M 0.04%
54,820
+2,036
309
$5.95M 0.04%
109,280
-41,078
310
$5.9M 0.04%
108,769
-922
311
$5.88M 0.04%
228,050
-2,328
312
$5.88M 0.04%
16,302
-377
313
$5.83M 0.04%
115,526
+101,451
314
$5.79M 0.04%
52,603
+4,244
315
$5.77M 0.04%
220,436
+35,214
316
$5.76M 0.04%
14
+2
317
$5.75M 0.04%
191,930
+108,054
318
$5.7M 0.04%
23,806
+1,387
319
$5.61M 0.04%
+131,892
320
$5.6M 0.04%
34,580
+3,500
321
$5.57M 0.04%
50,811
+3,543
322
$5.53M 0.04%
144,846
323
$5.52M 0.04%
20,894
-2,283
324
$5.51M 0.04%
90,675
+86,970
325
$5.49M 0.04%
88,636
+14,642
11 12
13
14 15