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
626
$1.95M 0.01%
76,280
+4,044
627
$1.94M 0.01%
34,686
-1,048
628
$1.93M 0.01%
35,846
+24,158
629
$1.93M 0.01%
27,622
+3,197
630
$1.93M 0.01%
24,644
+4,980
631
$1.92M 0.01%
23,683
+477
632
$1.92M 0.01%
50,747
+5,640
633
$1.91M 0.01%
311,078
-1,000
634
$1.91M 0.01%
16,869
-2,632
635
$1.91M 0.01%
47,347
+2,441
636
$1.88M 0.01%
32,468
+9,220
637
$1.88M 0.01%
39,838
+5,268
638
$1.87M 0.01%
40,076
-1,541
639
$1.87M 0.01%
2,362
+55
640
$1.85M 0.01%
44,818
+128
641
$1.85M 0.01%
36,926
-1,713
642
$1.85M 0.01%
23,199
+10,669
643
$1.84M 0.01%
15,213
+229
644
$1.83M 0.01%
45,971
+6,816
645
$1.83M 0.01%
4,696
-3,008
646
$1.82M 0.01%
16,453
+206
647
$1.81M 0.01%
10,790
+1,379
648
$1.81M 0.01%
10,865
+835
649
$1.81M 0.01%
60,878
+1,073
650
$1.8M 0.01%
4,402
-689
24 25
26
27 28