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
776
$1.24M 0.01%
34,003
-2,362
777
$1.23M 0.01%
34,164
778
$1.23M 0.01%
9,929
+2,409
779
$1.23M 0.01%
18,055
+1,085
780
$1.23M 0.01%
6,123
+154
781
$1.22M 0.01%
47,528
-6,300
782
$1.21M 0.01%
21,653
-3,521
783
$1.21M 0.01%
65,207
-1,100
784
$1.2M 0.01%
42,917
-1,184
785
$1.19M 0.01%
19,731
-7,437
786
$1.18M 0.01%
28,980
+2,280
787
$1.18M 0.01%
18,443
+1,324
788
$1.18M 0.01%
27,155
+20,981
789
$1.17M 0.01%
30,827
-1,196
790
$1.17M 0.01%
4,064
-77
791
$1.17M 0.01%
59,031
+2,062
792
$1.16M 0.01%
15,473
+10,356
793
$1.16M 0.01%
173,357
+5,500
794
$1.15M 0.01%
12,940
-239
795
$1.15M 0.01%
30,213
+1,786
796
$1.14M 0.01%
18,010
-473
797
$1.14M 0.01%
7,548
+2,120
798
$1.14M 0.01%
4,505
+1,272
799
$1.14M 0.01%
7,247
-542
800
$1.14M 0.01%
3,758
-32
30 31
32
33 34