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
826
$1.08M 0.01%
35,981
-1,095
827
$1.08M 0.01%
7,558
+346
828
$1.08M 0.01%
29,000
+2,021
829
$1.07M 0.01%
43,468
-2,171
830
$1.07M 0.01%
16,736
+4,084
831
$1.07M 0.01%
20,542
+1,605
832
$1.07M 0.01%
+7,002
833
$1.06M 0.01%
44,972
+5,196
834
$1.06M 0.01%
43,089
-6,221
835
$1.06M 0.01%
+27,109
836
$1.05M 0.01%
9,520
837
$1.05M 0.01%
+21,149
838
$1.05M 0.01%
3,294
+284
839
$1.05M 0.01%
67,164
-32,273
840
$1.05M 0.01%
7,826
+639
841
$1.04M 0.01%
39,374
+5,280
842
$1.04M 0.01%
34,605
+907
843
$1.03M 0.01%
23,816
+5,569
844
$1.03M 0.01%
11,563
+38
845
$1.03M 0.01%
22,983
+5,248
846
$1.03M 0.01%
+14,634
847
$1.03M 0.01%
19,381
+10,888
848
$1.03M 0.01%
6,073
-75
849
$1.02M 0.01%
27,379
+1,128
850
$1.02M 0.01%
18,876
32 33
34
35 36