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
326
$5.47M 0.04%
133,542
+153
327
$5.46M 0.04%
49,311
+32,232
328
$5.44M 0.04%
16,246
+4,313
329
$5.43M 0.04%
17,169
+7,014
330
$5.42M 0.04%
179,821
+35,133
331
$5.38M 0.04%
60,179
+15,503
332
$5.33M 0.04%
241,195
-62,820
333
$5.32M 0.04%
204,487
+16,873
334
$5.31M 0.04%
145,456
+8,562
335
$5.3M 0.04%
105,343
-6,027
336
$5.3M 0.04%
336,120
-38,139
337
$5.29M 0.04%
44,039
-1,022
338
$5.27M 0.04%
94,932
-40,489
339
$5.25M 0.04%
63,659
-726
340
$5.24M 0.04%
107,661
+38,638
341
$5.21M 0.04%
22,431
+811
342
$5.2M 0.04%
67,138
-19,243
343
$5.18M 0.04%
48,630
+5,474
344
$5.17M 0.04%
57,767
-6,009
345
$5.13M 0.04%
100,569
-3,745
346
$5.11M 0.04%
50,972
-168
347
$5.11M 0.04%
25,087
+14,191
348
$5.08M 0.04%
+134,494
349
$5.05M 0.04%
29,275
-373
350
$5.05M 0.04%
316,592
-38,218
12 13
14
15 16