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
726
$1.47M 0.01%
72,172
-772
727
$1.47M 0.01%
14,750
+972
728
$1.47M 0.01%
15,235
+1,239
729
$1.46M 0.01%
89,333
+9,703
730
$1.46M 0.01%
6,188
+1,624
731
$1.46M 0.01%
7,534
+1,952
732
$1.46M 0.01%
99,193
-1,594
733
$1.45M 0.01%
26,382
+2,855
734
$1.45M 0.01%
18,749
-5,375
735
$1.45M 0.01%
140,071
+104,864
736
$1.43M 0.01%
8,269
+3,494
737
$1.43M 0.01%
4,773
+287
738
$1.43M 0.01%
4,184
+32
739
$1.43M 0.01%
43,367
+28,124
740
$1.42M 0.01%
43,681
-763
741
$1.42M 0.01%
26,514
+5,678
742
$1.42M 0.01%
10,348
+1,560
743
$1.41M 0.01%
27,755
+16,232
744
$1.41M 0.01%
30,577
+1,639
745
$1.41M 0.01%
9,477
+2,047
746
$1.41M 0.01%
50,432
747
$1.41M 0.01%
17,588
+266
748
$1.4M 0.01%
55,237
+8,755
749
$1.4M 0.01%
11,767
+617
750
$1.39M 0.01%
32,861
+7,065
28 29
30
31 32