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
601
$625K 0.02%
8,287
+432
602
$625K 0.02%
4,587
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603
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35,172
-919
604
$622K 0.02%
13,011
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606
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607
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10,136
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25,094
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609
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6,055
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610
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611
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4,768
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612
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10,713
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6,777
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615
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26,582
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51,074
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620
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26,111
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621
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17,713
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622
$584K 0.02%
11,356
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623
$584K 0.02%
14,237
+400
624
$584K 0.02%
33,496
+4,300
625
$573K 0.02%
25,265
+3,397
23 24
25
26 27