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
476
$3.02M 0.02%
221,157
+8,696
477
$3M 0.02%
101,233
+3,685
478
$2.98M 0.02%
130,492
-17,362
479
$2.96M 0.02%
57,276
+15,742
480
$2.93M 0.02%
25,182
-434
481
$2.9M 0.02%
19,429
+1,193
482
$2.88M 0.02%
14,668
+260
483
$2.86M 0.02%
151,390
+84,820
484
$2.84M 0.02%
56,436
+5,279
485
$2.81M 0.02%
4,344
+446
486
$2.81M 0.02%
63,007
+3,855
487
$2.79M 0.02%
37,836
+1,750
488
$2.79M 0.02%
28,589
-62,542
489
$2.79M 0.02%
18,116
+279
490
$2.78M 0.02%
45,754
+2,630
491
$2.77M 0.02%
194,660
+63,128
492
$2.76M 0.02%
27,391
+1,006
493
$2.75M 0.02%
37,649
+10,355
494
$2.75M 0.02%
21,533
+5,074
495
$2.75M 0.02%
34,434
+1,884
496
$2.75M 0.02%
47,704
+5,595
497
$2.74M 0.02%
56,895
-525
498
$2.74M 0.02%
33,353
+6,132
499
$2.74M 0.02%
52,486
+3,236
500
$2.73M 0.02%
76,576
+62,411
18 19
20
21 22