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
$59.9B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,729
New
Increased
Reduced
Closed

Top Buys

1
+$1.53B
2
+$1.04B
3
+$655M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$496M
5
AVGO icon
Broadcom
AVGO
+$333M

Top Sells

1
+$63.3M
2
+$48.3M
3
+$37.1M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$32.1M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$28.7M

Sector Composition

1 Technology 9.83%
2 Financials 3.85%
3 Consumer Discretionary 2.66%
4 Communication Services 2.45%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNDR icon
976
Schneider National
SNDR
$4.72B
$2.31M ﹤0.01%
109,398
+5,862
VOD icon
977
Vodafone
VOD
$29.7B
$2.31M ﹤0.01%
199,390
-4,173
IBDW icon
978
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.05B
$2.31M ﹤0.01%
108,652
+22,366
DOCS icon
979
Doximity
DOCS
$8.48B
$2.3M ﹤0.01%
31,509
+4,169
DGRW icon
980
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.2B
$2.3M ﹤0.01%
25,901
+337
KIM icon
981
Kimco Realty
KIM
$13.6B
$2.3M ﹤0.01%
105,159
+15,402
IBKR icon
982
Interactive Brokers
IBKR
$29.7B
$2.29M ﹤0.01%
33,247
+5,488
CWT icon
983
California Water Service
CWT
$2.55B
$2.28M ﹤0.01%
49,588
+2,339
REET icon
984
iShares Global REIT ETF
REET
$4.04B
$2.27M ﹤0.01%
88,973
-4,655
GDDY icon
985
GoDaddy
GDDY
$17.3B
$2.25M ﹤0.01%
16,478
-67,470
SF icon
986
Stifel
SF
$13.2B
$2.25M ﹤0.01%
19,853
+8,605
ARKK icon
987
ARK Innovation ETF
ARKK
$7.81B
$2.24M ﹤0.01%
26,000
+2,218
LVS icon
988
Las Vegas Sands
LVS
$44.9B
$2.24M ﹤0.01%
41,700
+24,940
VGIT icon
989
Vanguard Intermediate-Term Treasury ETF
VGIT
$35.6B
$2.24M ﹤0.01%
37,360
+6,421
ILCV icon
990
iShares Morningstar Value ETF
ILCV
$1.17B
$2.23M ﹤0.01%
24,760
+22,018
SCCO icon
991
Southern Copper
SCCO
$118B
$2.22M ﹤0.01%
18,484
-166
DWX icon
992
SPDR S&P International Dividend ETF
DWX
$494M
$2.22M ﹤0.01%
52,008
-16,560
BOX icon
993
Box
BOX
$4.35B
$2.22M ﹤0.01%
68,799
-382
CRUS icon
994
Cirrus Logic
CRUS
$6.45B
$2.21M ﹤0.01%
17,676
+9,563
WCN icon
995
Waste Connections
WCN
$43B
$2.21M ﹤0.01%
12,584
-506
SBAC icon
996
SBA Communications
SBAC
$20.2B
$2.21M ﹤0.01%
11,429
-974
IHDG icon
997
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.28B
$2.2M ﹤0.01%
47,753
+2,403
APA icon
998
APA Corp
APA
$9.33B
$2.19M ﹤0.01%
90,260
+80,203
DCO icon
999
Ducommun
DCO
$1.38B
$2.18M ﹤0.01%
22,718
+876
RHI icon
1000
Robert Half
RHI
$2.76B
$2.18M ﹤0.01%
64,041
+43,262
38 39
40
41 42