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
526
$775K 0.02%
21,127
+117
527
$775K 0.02%
8,382
-1,226
528
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29,194
+1,068
529
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31,645
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530
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13,284
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531
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8,279
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532
$764K 0.02%
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533
$764K 0.02%
17,550
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534
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49,217
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$763K 0.02%
6,064
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536
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537
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538
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20,356
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539
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6,509
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4,753
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$749K 0.02%
6,402
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545
$749K 0.02%
18,639
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546
$747K 0.02%
22,492
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547
$746K 0.02%
259,027
+10,596
548
$746K 0.02%
47,443
+5,697
549
$743K 0.02%
14,772
-473
550
$742K 0.02%
10,905
-540
20 21
22
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