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
351
$1.49M 0.04%
40,023
+364
352
$1.49M 0.04%
34,471
-7,809
353
$1.49M 0.04%
27,850
+1,570
354
$1.48M 0.04%
4,178
-50
355
$1.48M 0.04%
50,554
+5,880
356
$1.47M 0.04%
7,397
+21
357
$1.47M 0.04%
4,020
-16
358
$1.47M 0.04%
95,237
-19,145
359
$1.45M 0.04%
72,869
360
$1.45M 0.04%
26,838
+2,942
361
$1.44M 0.04%
7,191
-122
362
$1.44M 0.04%
9,656
+1,870
363
$1.44M 0.04%
50,351
-3,557
364
$1.44M 0.04%
15,848
-2,165
365
$1.44M 0.04%
17,405
+936
366
$1.43M 0.04%
14,472
-2,735
367
$1.42M 0.04%
12,238
-257
368
$1.41M 0.04%
15,733
-1,755
369
$1.41M 0.04%
36,344
-280
370
$1.4M 0.04%
13,972
+1,776
371
$1.38M 0.04%
16,162
+2,182
372
$1.38M 0.04%
30,864
+6,704
373
$1.38M 0.04%
12,089
+1,505
374
$1.38M 0.04%
17,104
-335
375
$1.37M 0.04%
37,388
-15
13 14
15
16 17