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
976
$782K 0.01%
6,314
-487
977
$782K 0.01%
10,452
+7,669
978
$777K 0.01%
31,569
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12,909
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5,469
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152,561
983
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10,880
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8,055
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13,748
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13,657
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$754K 0.01%
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988
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25,855
+2,271
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$751K 0.01%
2,917
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14,973
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992
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15,279
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2,247
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13,754
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$741K 0.01%
8,096
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$737K 0.01%
22,864
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997
$736K 0.01%
46,569
-4,325
998
$732K 0.01%
7,149
+728
999
$727K 0.01%
4,869
+159
1000
$726K 0.01%
15,280
+221
38 39
40
41 42