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
501
$2.73M 0.02%
33,680
+2,055
502
$2.72M 0.02%
39,465
+1,680
503
$2.72M 0.02%
16,954
-27,021
504
$2.71M 0.02%
48,911
+2,612
505
$2.71M 0.02%
19,052
+257
506
$2.7M 0.02%
18,234
+746
507
$2.7M 0.02%
4,438
+450
508
$2.67M 0.02%
9,110
+45
509
$2.67M 0.02%
11,161
+464
510
$2.67M 0.02%
8,385
+34
511
$2.67M 0.02%
41,448
-2,847
512
$2.66M 0.02%
+23,645
513
$2.66M 0.02%
30,199
+14,214
514
$2.66M 0.02%
26,401
-10,579
515
$2.66M 0.02%
45,129
-2
516
$2.66M 0.02%
94,980
-15
517
$2.65M 0.02%
96,869
+46,241
518
$2.64M 0.02%
21,016
+4,966
519
$2.63M 0.02%
105,057
+3,612
520
$2.62M 0.02%
12,547
+602
521
$2.61M 0.02%
44,302
-2,320
522
$2.6M 0.02%
107,959
-4,866
523
$2.59M 0.02%
31,485
+7,651
524
$2.59M 0.02%
55,900
+2,294
525
$2.59M 0.02%
29,590
+6,394
19 20
21
22 23