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
51
$48.5M 0.34%
960,718
-187,357
52
$47.9M 0.33%
185,196
+13,452
53
$46.1M 0.32%
340,485
-190,750
54
$43.7M 0.31%
819,605
+26,295
55
$43M 0.3%
503,158
+42,919
56
$42.8M 0.3%
109,440
+8,628
57
$42.4M 0.3%
193,910
+961
58
$41.5M 0.29%
380,247
+34,678
59
$41.1M 0.29%
1,321,087
+64,116
60
$40.6M 0.28%
248,132
+7,712
61
$39.1M 0.27%
109,218
+4,381
62
$38.4M 0.27%
2,076,008
-1,101,000
63
$37.9M 0.27%
261,208
+13,763
64
$37.8M 0.26%
693,556
+108,105
65
$37.1M 0.26%
265,146
+7,455
66
$36M 0.25%
+1,389,914
67
$35.2M 0.25%
1,421,724
-1,234,770
68
$35.2M 0.25%
643,354
+3,941
69
$34.8M 0.24%
1,312,906
-238,230
70
$33.8M 0.24%
152,317
+17,723
71
$33.7M 0.24%
168,345
-307
72
$33.5M 0.23%
260,441
+52,541
73
$32.2M 0.22%
196,066
+50,077
74
$31.8M 0.22%
685,524
+54,993
75
$31.5M 0.22%
1,519,110
-3,908,610
1 2
3
4 5