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
451
$1.03M 0.03%
41,700
-2,760
452
$1.02M 0.03%
30,618
+2,448
453
$1.02M 0.03%
10,806
+261
454
$1.01M 0.03%
19,440
-308
455
$1.01M 0.03%
8,297
+1,156
456
$1M 0.03%
4,907
-49
457
$1M 0.03%
25,894
+1,568
458
$990K 0.03%
3,507
-267
459
$988K 0.03%
58,952
+5,408
460
$983K 0.03%
69,797
-7,552
461
$982K 0.03%
7,847
+1,477
462
$979K 0.03%
43,745
+3,453
463
$978K 0.03%
35,460
+970
464
$978K 0.03%
4,757
+252
465
$977K 0.03%
6,103
-197
466
$976K 0.03%
9,660
+2,006
467
$975K 0.03%
26,696
-1,109
468
$971K 0.03%
5,860
+309
469
$966K 0.03%
10,675
+565
470
$956K 0.03%
22,275
+2,810
471
$956K 0.03%
57,001
-980
472
$952K 0.03%
56,599
+364
473
$936K 0.02%
8,095
+65
474
$936K 0.02%
19,882
+1,277
475
$934K 0.02%
4,741
+2,662
17 18
19
20 21