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
601
$2.06M 0.01%
33,045
+27,787
602
$2.05M 0.01%
4,587
+27
603
$2.04M 0.01%
23,706
-7,348
604
$2.04M 0.01%
14,343
-1,667
605
$2.04M 0.01%
14,735
+573
606
$2.04M 0.01%
24,744
+4,379
607
$2.04M 0.01%
51,528
+2,025
608
$2M 0.01%
8,327
+964
609
$1.99M 0.01%
22,930
+2,380
610
$1.99M 0.01%
12,010
+173
611
$1.99M 0.01%
19,897
+2,714
612
$1.99M 0.01%
18,563
-35
613
$1.99M 0.01%
23,256
+787
614
$1.98M 0.01%
6,662
+1,283
615
$1.98M 0.01%
13,106
-499
616
$1.98M 0.01%
53,975
-6,648
617
$1.98M 0.01%
33,804
+917
618
$1.98M 0.01%
73,565
-2,489
619
$1.98M 0.01%
54,118
-3,276
620
$1.96M 0.01%
48,275
+10,900
621
$1.96M 0.01%
26,599
+3,486
622
$1.96M 0.01%
117,169
+31,573
623
$1.96M 0.01%
6,528
+600
624
$1.95M 0.01%
31,567
625
$1.95M 0.01%
33,596
-2,779
23 24
25
26 27