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
351
$5M 0.04%
140,687
+21,306
352
$4.99M 0.03%
114,241
-24,062
353
$4.97M 0.03%
5,931
+453
354
$4.97M 0.03%
67,319
+12,099
355
$4.95M 0.03%
30,104
+1,893
356
$4.92M 0.03%
14,536
+5,595
357
$4.91M 0.03%
92,173
+42,535
358
$4.83M 0.03%
18,214
-1,585
359
$4.82M 0.03%
100,637
+4,426
360
$4.81M 0.03%
24,051
+401
361
$4.81M 0.03%
123,584
+2,223
362
$4.79M 0.03%
53,039
-26,189
363
$4.77M 0.03%
138,309
+11,152
364
$4.74M 0.03%
118,111
+110,879
365
$4.69M 0.03%
78,068
+31,939
366
$4.66M 0.03%
92,518
+4,043
367
$4.62M 0.03%
11,809
+369
368
$4.56M 0.03%
64,235
+20,210
369
$4.56M 0.03%
65,248
+3,471
370
$4.54M 0.03%
21,745
+5,262
371
$4.46M 0.03%
43,300
-29,825
372
$4.44M 0.03%
81,710
-22,625
373
$4.43M 0.03%
175,017
+20,655
374
$4.42M 0.03%
15,041
-21,313
375
$4.42M 0.03%
172,942
-42,624
13 14
15
16 17