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
1026
$670K ﹤0.01%
8,352
+2,076
1027
$670K ﹤0.01%
11,932
-2,638
1028
$670K ﹤0.01%
13,145
+2,172
1029
$669K ﹤0.01%
27,911
+2,779
1030
$668K ﹤0.01%
12,697
+867
1031
$666K ﹤0.01%
41,663
1032
$666K ﹤0.01%
15,700
-1,908
1033
$663K ﹤0.01%
9,895
-2,937
1034
$663K ﹤0.01%
2,843
-191
1035
$663K ﹤0.01%
7,355
1036
$662K ﹤0.01%
66,297
-1,650
1037
$659K ﹤0.01%
10,670
-297
1038
$657K ﹤0.01%
30,293
+5,900
1039
$656K ﹤0.01%
23,551
1040
$654K ﹤0.01%
22,063
-3,934
1041
$654K ﹤0.01%
7,724
+277
1042
$654K ﹤0.01%
33,519
+2,883
1043
$653K ﹤0.01%
6,700
+24
1044
$652K ﹤0.01%
7,149
-20
1045
$651K ﹤0.01%
3,463
-56
1046
$651K ﹤0.01%
2,442
+1,026
1047
$651K ﹤0.01%
609
-535
1048
$650K ﹤0.01%
3,885
-4,567
1049
$647K ﹤0.01%
13,219
-8,635
1050
$646K ﹤0.01%
36,824
+6,350
40 41
42
43 44