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
426
$3.78M 0.03%
64,384
+132
427
$3.75M 0.03%
64,140
+6,420
428
$3.72M 0.03%
25,576
-3,089
429
$3.71M 0.03%
41,347
+1,054
430
$3.67M 0.03%
68,556
+1,006
431
$3.67M 0.03%
50,693
+9,001
432
$3.66M 0.03%
30,083
+5,701
433
$3.66M 0.03%
61,205
+4,950
434
$3.64M 0.03%
21,847
+189
435
$3.61M 0.03%
69,699
+2
436
$3.6M 0.03%
121,541
-21,212
437
$3.59M 0.03%
15,793
+998
438
$3.59M 0.03%
18,071
+602
439
$3.57M 0.02%
80,463
+9,265
440
$3.57M 0.02%
14,440
-1,453
441
$3.57M 0.02%
31,939
-1,937
442
$3.55M 0.02%
32,737
+858
443
$3.54M 0.02%
38,922
-8,602
444
$3.53M 0.02%
50,673
-6,683
445
$3.52M 0.02%
48,455
+3,646
446
$3.52M 0.02%
105,418
+10,028
447
$3.48M 0.02%
20,718
+12,097
448
$3.47M 0.02%
13,841
+2,913
449
$3.44M 0.02%
163,604
-25,726
450
$3.44M 0.02%
66,916
+7,611
16 17
18
19 20