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
551
$740K 0.02%
19,879
552
$735K 0.02%
12,099
+755
553
$734K 0.02%
7,754
+294
554
$728K 0.02%
11,369
-688
555
$726K 0.02%
11,790
-3,606
556
$726K 0.02%
26,857
-1,236
557
$726K 0.02%
33,429
-6,462
558
$723K 0.02%
2,642
-22
559
$722K 0.02%
48,185
+5,060
560
$717K 0.02%
4,870
+817
561
$708K 0.02%
15,301
+6,131
562
$708K 0.02%
9,614
-648
563
$707K 0.02%
148,924
+8,665
564
$705K 0.02%
3,263
+597
565
$697K 0.02%
5,811
-283
566
$688K 0.02%
5,571
+166
567
$688K 0.02%
30,220
+4,710
568
$683K 0.02%
36,752
-1,800
569
$683K 0.02%
12,738
+1,682
570
$683K 0.02%
7,822
-687
571
$682K 0.02%
19,045
+3,630
572
$680K 0.02%
12,134
-783
573
$679K 0.02%
30,408
574
$679K 0.02%
5,118
+514
575
$676K 0.02%
14,923
-455
21 22
23
24 25