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
576
$2.21M 0.02%
86,948
+17,651
577
$2.21M 0.02%
31,623
+10,148
578
$2.2M 0.02%
87,633
+11,969
579
$2.19M 0.02%
195,973
-119,366
580
$2.19M 0.02%
32,705
+3,870
581
$2.17M 0.02%
15,069
-50,343
582
$2.17M 0.02%
12,802
+2,368
583
$2.16M 0.02%
59,400
+400
584
$2.15M 0.02%
34,028
+20,138
585
$2.15M 0.02%
32,701
+2,604
586
$2.14M 0.02%
31,820
+28,362
587
$2.14M 0.01%
49,021
+5,486
588
$2.13M 0.01%
98,707
+6,679
589
$2.13M 0.01%
12,352
-805
590
$2.13M 0.01%
18,962
+2,568
591
$2.12M 0.01%
80,406
-4,816
592
$2.12M 0.01%
55,630
-2,321
593
$2.11M 0.01%
70,224
-11,123
594
$2.11M 0.01%
3,394
+184
595
$2.11M 0.01%
213,958
-71,333
596
$2.1M 0.01%
29,387
+1,076
597
$2.08M 0.01%
26,279
+2,085
598
$2.06M 0.01%
31,162
+140
599
$2.06M 0.01%
18,095
+1,515
600
$2.06M 0.01%
25,615
-472
22 23
24
25 26