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
1101
$575K ﹤0.01%
28,628
+2,097
1102
$574K ﹤0.01%
14,746
1103
$574K ﹤0.01%
11,053
+85
1104
$573K ﹤0.01%
+7,722
1105
$573K ﹤0.01%
41,417
+7,815
1106
$572K ﹤0.01%
13,533
1107
$571K ﹤0.01%
+28,815
1108
$570K ﹤0.01%
5,288
+1,335
1109
$569K ﹤0.01%
+6,792
1110
$568K ﹤0.01%
2,740
+761
1111
$567K ﹤0.01%
27,629
+9,055
1112
$566K ﹤0.01%
+5,896
1113
$564K ﹤0.01%
6,031
+247
1114
$561K ﹤0.01%
26,558
-6,609
1115
$561K ﹤0.01%
14,770
-1,219
1116
$559K ﹤0.01%
16,511
-45,660
1117
$559K ﹤0.01%
7,624
+322
1118
$553K ﹤0.01%
9,162
+1,635
1119
$553K ﹤0.01%
5,875
+1,613
1120
$552K ﹤0.01%
15,503
+376
1121
$551K ﹤0.01%
31,561
-1,107
1122
$550K ﹤0.01%
11,431
-78
1123
$549K ﹤0.01%
26,769
+5,491
1124
$549K ﹤0.01%
12,394
+381
1125
$549K ﹤0.01%
14,937
+527
43 44
45
46 47