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
851
$1.02M 0.01%
7,085
+36
852
$1.02M 0.01%
+11,483
853
$1.01M 0.01%
19,795
+444
854
$1.01M 0.01%
19,095
+304
855
$1.01M 0.01%
80,855
+23,269
856
$1.01M 0.01%
26,329
+6,164
857
$1.01M 0.01%
270,619
+6
858
$1.01M 0.01%
30,870
+3,045
859
$1.01M 0.01%
5,453
-891
860
$1.01M 0.01%
14,304
+3,903
861
$1M 0.01%
35,221
-350
862
$1M 0.01%
14,223
+1,795
863
$999K 0.01%
8,183
-2,927
864
$997K 0.01%
10,420
+6,370
865
$987K 0.01%
2,500
+197
866
$987K 0.01%
13,620
+3,419
867
$985K 0.01%
+19,533
868
$984K 0.01%
2,494
+654
869
$971K 0.01%
8,398
+1,006
870
$969K 0.01%
13,182
+1,430
871
$967K 0.01%
29,364
-4,562
872
$966K 0.01%
165,057
873
$964K 0.01%
14,397
+1,748
874
$961K 0.01%
10,096
-420
875
$961K 0.01%
9,518
-145
33 34
35
36 37