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
676
$1.65M 0.01%
13,850
-28
677
$1.65M 0.01%
27,713
+8,776
678
$1.65M 0.01%
13,106
+2,321
679
$1.65M 0.01%
23,918
+3,388
680
$1.64M 0.01%
5,301
+2,790
681
$1.64M 0.01%
11,009
-1,747
682
$1.64M 0.01%
9,229
+143
683
$1.63M 0.01%
18,406
+1,252
684
$1.63M 0.01%
5,695
+877
685
$1.62M 0.01%
41,047
-2,862
686
$1.62M 0.01%
90,114
+19,830
687
$1.62M 0.01%
8,880
+1,382
688
$1.61M 0.01%
+29,667
689
$1.6M 0.01%
15,294
-5,185
690
$1.6M 0.01%
946
+432
691
$1.59M 0.01%
23,475
+1,283
692
$1.59M 0.01%
31,762
-839
693
$1.59M 0.01%
41,185
+8,350
694
$1.59M 0.01%
9,545
+72
695
$1.59M 0.01%
11,172
+917
696
$1.59M 0.01%
56,908
-6,316
697
$1.58M 0.01%
8,838
+2,268
698
$1.58M 0.01%
42,898
+2,699
699
$1.58M 0.01%
7,172
-429
700
$1.57M 0.01%
40,800
-1,625
26 27
28
29 30