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
376
$4.41M 0.03%
33,331
-25,499
377
$4.41M 0.03%
70,002
+39,971
378
$4.4M 0.03%
22,473
+670
379
$4.39M 0.03%
38,743
-3,229
380
$4.37M 0.03%
111,907
+15,271
381
$4.36M 0.03%
32,150
-460
382
$4.35M 0.03%
64,864
-2,153
383
$4.34M 0.03%
22,124
+4,663
384
$4.32M 0.03%
81,885
+2,261
385
$4.31M 0.03%
139,901
-8,881
386
$4.31M 0.03%
13,753
-8,060
387
$4.29M 0.03%
71,926
-248
388
$4.29M 0.03%
117,655
-285
389
$4.29M 0.03%
52,406
+11,183
390
$4.28M 0.03%
81,347
+522
391
$4.28M 0.03%
10,066
-914
392
$4.26M 0.03%
61,400
+15,476
393
$4.24M 0.03%
72,249
+16,494
394
$4.24M 0.03%
299,253
+49,029
395
$4.24M 0.03%
81,322
+1,777
396
$4.23M 0.03%
23,577
+3,065
397
$4.23M 0.03%
+346,873
398
$4.21M 0.03%
41,518
+24,332
399
$4.19M 0.03%
48,697
+17,015
400
$4.17M 0.03%
31,354
+10,182
14 15
16
17 18