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
401
$4.17M 0.03%
93,469
+5,152
402
$4.15M 0.03%
116,865
+62,985
403
$4.14M 0.03%
+50,000
404
$4.13M 0.03%
89,714
+12,269
405
$4.13M 0.03%
99,126
-35
406
$4.12M 0.03%
32,239
+8,452
407
$4.12M 0.03%
61,589
-731
408
$4.08M 0.03%
67,076
+5,000
409
$4.08M 0.03%
75,339
+8,266
410
$4.08M 0.03%
27,565
-11,485
411
$4.05M 0.03%
43,060
-97,717
412
$4.04M 0.03%
24,530
+2,232
413
$4.03M 0.03%
49,770
+1,661
414
$4.03M 0.03%
26,895
+2,174
415
$4M 0.03%
78,964
+2,304
416
$4M 0.03%
39,248
+7,877
417
$3.99M 0.03%
31,374
+9,316
418
$3.99M 0.03%
116,890
-306
419
$3.96M 0.03%
60,007
+1,251
420
$3.94M 0.03%
14,083
+2,118
421
$3.93M 0.03%
74,267
+5,418
422
$3.92M 0.03%
73,746
-7,832
423
$3.92M 0.03%
30,074
-24,900
424
$3.84M 0.03%
65,978
+16,585
425
$3.83M 0.03%
51,441
-41,062
15 16
17
18 19