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
551
$2.39M 0.02%
30,249
+5,891
552
$2.38M 0.02%
38,067
+1,290
553
$2.37M 0.02%
25,951
+358
554
$2.37M 0.02%
49,642
-2,736
555
$2.36M 0.02%
48,347
-2,719
556
$2.36M 0.02%
26,251
+3,382
557
$2.34M 0.02%
56,372
+7,453
558
$2.33M 0.02%
15,357
-9,663
559
$2.32M 0.02%
16,511
+322
560
$2.31M 0.02%
9,027
-469
561
$2.31M 0.02%
56,569
-9,829
562
$2.31M 0.02%
7,844
+1,690
563
$2.3M 0.02%
11,570
-5,747
564
$2.3M 0.02%
45,014
+3,214
565
$2.3M 0.02%
21,839
+170
566
$2.27M 0.02%
47,606
+272
567
$2.27M 0.02%
19,725
+1,480
568
$2.27M 0.02%
49,479
+18,423
569
$2.25M 0.02%
+18,887
570
$2.24M 0.02%
3,702
+87
571
$2.23M 0.02%
51,274
+1,392
572
$2.22M 0.02%
12,292
-244
573
$2.22M 0.02%
27,671
+5,268
574
$2.21M 0.02%
89,362
+25,753
575
$2.21M 0.02%
52,506
+4,133
21 22
23
24 25