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
801
$1.14M 0.01%
7,706
-7,353
802
$1.13M 0.01%
27,394
-58,959
803
$1.13M 0.01%
27,400
+13,300
804
$1.13M 0.01%
36,062
+673
805
$1.13M 0.01%
4,268
-3
806
$1.12M 0.01%
17,425
+1,237
807
$1.12M 0.01%
54,182
+14,169
808
$1.12M 0.01%
937
+27
809
$1.12M 0.01%
19,853
-1,374
810
$1.12M 0.01%
21,614
-10,002
811
$1.11M 0.01%
7,786
-352
812
$1.11M 0.01%
8,838
-1
813
$1.11M 0.01%
42,804
+1,987
814
$1.11M 0.01%
22,429
-266
815
$1.11M 0.01%
6,391
-1,540
816
$1.1M 0.01%
15,297
+1,655
817
$1.1M 0.01%
25,319
-1,301
818
$1.1M 0.01%
51,816
+11
819
$1.1M 0.01%
10,699
-58,720
820
$1.1M 0.01%
3,872
+401
821
$1.09M 0.01%
12,548
-15
822
$1.09M 0.01%
90,790
-950
823
$1.09M 0.01%
6,767
+2,968
824
$1.09M 0.01%
13,150
+1,758
825
$1.08M 0.01%
11,696
+847
31 32
33
34 35