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
1001
$726K 0.01%
7,125
-904
1002
$722K 0.01%
8,094
+28
1003
$720K 0.01%
23,676
1004
$717K 0.01%
9,227
+188
1005
$717K 0.01%
39,476
-5,641
1006
$715K 0.01%
7,827
1007
$713K 0.01%
31,243
+1,197
1008
$709K 0.01%
45,906
-657
1009
$708K ﹤0.01%
12,080
+402
1010
$706K ﹤0.01%
11,505
+833
1011
$705K ﹤0.01%
12,814
-33,958
1012
$701K ﹤0.01%
12,426
-1,688
1013
$700K ﹤0.01%
18,198
+300
1014
$698K ﹤0.01%
40,703
+15,564
1015
$695K ﹤0.01%
17,503
+200
1016
$694K ﹤0.01%
27,651
-26,348
1017
$693K ﹤0.01%
7,754
+446
1018
$692K ﹤0.01%
22,207
+14,046
1019
$689K ﹤0.01%
6,844
-5,579
1020
$687K ﹤0.01%
139,124
-8,796
1021
$686K ﹤0.01%
25,300
-415
1022
$685K ﹤0.01%
72,228
+1,186
1023
$680K ﹤0.01%
3,523
-263
1024
$680K ﹤0.01%
6,613
-323
1025
$674K ﹤0.01%
4,295
-106
39 40
41
42 43