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
926
$866K 0.01%
1,299
+566
927
$866K 0.01%
7,006
-636
928
$866K 0.01%
7,423
-1,072
929
$865K 0.01%
1,784
+176
930
$864K 0.01%
2,135
+237
931
$861K 0.01%
31,417
-6,054
932
$859K 0.01%
24,866
-9,848
933
$854K 0.01%
5,662
+35
934
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67,094
+7,216
935
$852K 0.01%
35,340
-4,072
936
$849K 0.01%
15,470
+2,560
937
$848K 0.01%
1,364
-16
938
$847K 0.01%
88,452
+6,216
939
$844K 0.01%
44,321
-9,601
940
$844K 0.01%
15,717
-1,163
941
$842K 0.01%
49,176
-360
942
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5,805
+1,474
943
$838K 0.01%
22,641
-2,135
944
$838K 0.01%
11,884
+670
945
$838K 0.01%
3,098
-57
946
$836K 0.01%
9,607
+283
947
$831K 0.01%
25,212
+464
948
$829K 0.01%
+33,394
949
$829K 0.01%
9,208
+301
950
$827K 0.01%
15,755
+2
36 37
38
39 40