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
701
$1.57M 0.01%
19,365
+2,965
702
$1.55M 0.01%
4,378
+149
703
$1.55M 0.01%
19,986
+4,937
704
$1.55M 0.01%
33,680
-2,005
705
$1.55M 0.01%
6,310
-2,871
706
$1.55M 0.01%
9,838
+476
707
$1.54M 0.01%
3,353
+127
708
$1.54M 0.01%
54,182
-100,066
709
$1.53M 0.01%
22,291
+2,481
710
$1.53M 0.01%
27,670
-276
711
$1.53M 0.01%
11,958
+158
712
$1.53M 0.01%
77,238
+7,090
713
$1.52M 0.01%
23,259
-280
714
$1.52M 0.01%
8,657
+225
715
$1.52M 0.01%
31,503
-4,502
716
$1.51M 0.01%
75,498
-1,285
717
$1.51M 0.01%
40,543
-21,545
718
$1.51M 0.01%
7,811
+3,114
719
$1.5M 0.01%
11,231
-5,835
720
$1.49M 0.01%
21,685
+696
721
$1.49M 0.01%
35,027
-4,758
722
$1.49M 0.01%
12,151
+788
723
$1.49M 0.01%
20,960
+2,527
724
$1.48M 0.01%
52,817
+1,166
725
$1.47M 0.01%
8,486
-1,430
27 28
29
30 31