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
$3.77B
AUM Growth
+$992M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,207
New
Increased
Reduced
Closed

Top Buys

1
+$97.2M
2
+$62.7M
3
+$45.8M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$40.5M
5
DWX icon
SPDR S&P International Dividend ETF
DWX
+$25.9M

Top Sells

1
+$10.4M
2
+$6.96M
3
+$5.37M
4
DD icon
DuPont de Nemours
DD
+$4.96M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.33M

Sector Composition

1 Technology 7.24%
2 Energy 5.84%
3 Financials 5.59%
4 Healthcare 4.8%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$16.8M 0.45%
898,557
+40,710
52
$16.6M 0.44%
252,181
+8,170
53
$16.5M 0.44%
177,354
-2,322
54
$16.4M 0.43%
128,713
-3,677
55
$15.8M 0.42%
277,007
+11,868
56
$15.4M 0.41%
375,572
+56,108
57
$15.2M 0.4%
+539,148
58
$14.2M 0.38%
194,818
+120,155
59
$14.1M 0.37%
536,915
+474,275
60
$13.9M 0.37%
227,861
-3,168
61
$13.7M 0.36%
37,573
+2,908
62
$13.3M 0.35%
262,022
+97,490
63
$13.2M 0.35%
75,881
+1,796
64
$13.2M 0.35%
83,939
+44,409
65
$13.1M 0.35%
266,862
+8,682
66
$13M 0.34%
151,474
-20,690
67
$12.9M 0.34%
325,742
+288,609
68
$12.7M 0.34%
241,222
+194,220
69
$12.3M 0.33%
59,170
+6,450
70
$11M 0.29%
216,143
-480
71
$10.8M 0.29%
373,398
-11,596
72
$10.6M 0.28%
94,611
+6,653
73
$10.6M 0.28%
156,017
+109,237
74
$10.2M 0.27%
+193,289
75
$10.2M 0.27%
188,760
-7,120
1 2
3
4 5