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
526
$2.58M 0.02%
124,356
+9,484
527
$2.56M 0.02%
86,865
+3,086
528
$2.56M 0.02%
21,299
+673
529
$2.56M 0.02%
41,979
+5,302
530
$2.54M 0.02%
104,167
+5,022
531
$2.54M 0.02%
20,786
+3,815
532
$2.53M 0.02%
56,419
+1,072
533
$2.52M 0.02%
34,158
-6,926
534
$2.51M 0.02%
10,611
-651
535
$2.51M 0.02%
118,888
+93,203
536
$2.5M 0.02%
36,822
+3,609
537
$2.5M 0.02%
57,886
-3,542
538
$2.5M 0.02%
7,805
+1,620
539
$2.49M 0.02%
+80,144
540
$2.48M 0.02%
119,691
-1,487
541
$2.47M 0.02%
16,287
+2,585
542
$2.46M 0.02%
47,931
-10,333
543
$2.46M 0.02%
111,447
+48,735
544
$2.44M 0.02%
8,746
+698
545
$2.42M 0.02%
111,794
+99,025
546
$2.42M 0.02%
72,604
-27,469
547
$2.42M 0.02%
38,459
+19,707
548
$2.41M 0.02%
98,755
+39,345
549
$2.4M 0.02%
25,568
+1,955
550
$2.4M 0.02%
61,148
+15,336
20 21
22
23 24