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
1051
$645K ﹤0.01%
6,297
+600
1052
$640K ﹤0.01%
34,886
-492
1053
$640K ﹤0.01%
4,843
-2,083
1054
$638K ﹤0.01%
18,585
-1,153
1055
$635K ﹤0.01%
12,268
-696
1056
$635K ﹤0.01%
12,597
-126
1057
$633K ﹤0.01%
+13,042
1058
$631K ﹤0.01%
17,823
1059
$631K ﹤0.01%
29,854
+9,964
1060
$629K ﹤0.01%
13,558
-24,158
1061
$628K ﹤0.01%
9,297
-1,412
1062
$627K ﹤0.01%
4,795
-170
1063
$625K ﹤0.01%
45,881
-3,386
1064
$625K ﹤0.01%
+57,500
1065
$624K ﹤0.01%
18,634
+1,774
1066
$624K ﹤0.01%
5,823
-4,087
1067
$621K ﹤0.01%
6,977
-792
1068
$621K ﹤0.01%
15,968
+9,258
1069
$620K ﹤0.01%
28,654
+3,323
1070
$619K ﹤0.01%
6,209
+1,027
1071
$619K ﹤0.01%
3,771
+183
1072
$619K ﹤0.01%
15,768
+712
1073
$612K ﹤0.01%
10,019
-1,337
1074
$610K ﹤0.01%
10,956
+480
1075
$608K ﹤0.01%
1,785
-165
41 42
43
44 45