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
651
$1.79M 0.01%
15,822
-341
652
$1.79M 0.01%
16,370
+4,468
653
$1.79M 0.01%
41,149
+4,848
654
$1.76M 0.01%
6,114
-43
655
$1.76M 0.01%
61,762
+1,675
656
$1.75M 0.01%
11,602
657
$1.75M 0.01%
8,440
+3,754
658
$1.75M 0.01%
21,332
-773
659
$1.74M 0.01%
78,240
+4,825
660
$1.73M 0.01%
8,754
+377
661
$1.73M 0.01%
19,067
+512
662
$1.72M 0.01%
261,250
+47,662
663
$1.71M 0.01%
79,085
+28,448
664
$1.7M 0.01%
2,560
+121
665
$1.7M 0.01%
62,504
+14,669
666
$1.7M 0.01%
10,834
-71
667
$1.69M 0.01%
9,180
+339
668
$1.69M 0.01%
13,948
-564
669
$1.69M 0.01%
3,978
+1,983
670
$1.68M 0.01%
50,895
+2,182
671
$1.68M 0.01%
26,901
-26,681
672
$1.67M 0.01%
7,919
-258
673
$1.66M 0.01%
5,245
+596
674
$1.66M 0.01%
6,655
+2,777
675
$1.66M 0.01%
37,003
+1,350
25 26
27
28 29