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
26
$103M 0.72%
628,160
+9,580
27
$99.1M 0.69%
+3,027,242
28
$98.7M 0.69%
1,335,576
+34,113
29
$94.7M 0.66%
856,446
+75,233
30
$91.2M 0.64%
882,175
+57,868
31
$86.3M 0.6%
314,734
-34,886
32
$85.8M 0.6%
2,813,376
+513,350
33
$84.2M 0.59%
783,048
+146,755
34
$79.7M 0.56%
1,795,039
-9,101
35
$78M 0.54%
229,870
+8,051
36
$73.8M 0.52%
270,253
+7,539
37
$72.5M 0.51%
2,838,414
-1,151,883
38
$70.1M 0.49%
1,797,701
+84,381
39
$70M 0.49%
2,797,900
-619,168
40
$66.8M 0.47%
203,547
+11,721
41
$66.3M 0.46%
3,829,368
+15,390
42
$60.2M 0.42%
391,658
-180,231
43
$59.8M 0.42%
447,340
+74,480
44
$59.2M 0.41%
444,420
+31,180
45
$59.1M 0.41%
1,028,183
-1,101
46
$59.1M 0.41%
795,887
+224,805
47
$58.9M 0.41%
781,189
+242,040
48
$58M 0.41%
199,865
-108,651
49
$53.8M 0.38%
914,778
+11,603
50
$53.3M 0.37%
330,046
+12,827
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