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
451
$3.44M 0.02%
+79,916
452
$3.39M 0.02%
26,097
+5,422
453
$3.39M 0.02%
41,415
+1,998
454
$3.39M 0.02%
98,444
-3,960
455
$3.38M 0.02%
14,104
+3,279
456
$3.34M 0.02%
80,431
-122,414
457
$3.33M 0.02%
123,860
+30,100
458
$3.33M 0.02%
20,250
-347
459
$3.32M 0.02%
559,696
+39,142
460
$3.26M 0.02%
44,167
+9,613
461
$3.26M 0.02%
80,525
+2,010
462
$3.25M 0.02%
73,412
+19,949
463
$3.25M 0.02%
75,261
-1,959
464
$3.25M 0.02%
24,966
-3,300
465
$3.23M 0.02%
4,440
-3,504
466
$3.21M 0.02%
121,118
+31,371
467
$3.16M 0.02%
67,218
-2,480
468
$3.14M 0.02%
301,705
+5,401
469
$3.09M 0.02%
14,965
+138
470
$3.09M 0.02%
84,900
+800
471
$3.07M 0.02%
25,760
+848
472
$3.06M 0.02%
86,830
+6,480
473
$3.05M 0.02%
101,262
+53,617
474
$3.05M 0.02%
12,802
+3
475
$3.04M 0.02%
6,333
+774
17 18
19
20 21