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
1151
$514K ﹤0.01%
5,778
-660
1152
$513K ﹤0.01%
84,639
+2,349
1153
$512K ﹤0.01%
6,460
-423
1154
$512K ﹤0.01%
37,759
-5,802
1155
$507K ﹤0.01%
4,244
-91
1156
$505K ﹤0.01%
8,808
+297
1157
$505K ﹤0.01%
7,323
+1,259
1158
$504K ﹤0.01%
5,286
+775
1159
$504K ﹤0.01%
5,530
+240
1160
$502K ﹤0.01%
16,260
+42
1161
$502K ﹤0.01%
126,883
+656
1162
$500K ﹤0.01%
16,523
+1,300
1163
$500K ﹤0.01%
2,449
-5,878
1164
$499K ﹤0.01%
+25,198
1165
$498K ﹤0.01%
8,855
+4,256
1166
$497K ﹤0.01%
43,934
+21,050
1167
$497K ﹤0.01%
9,109
+298
1168
$496K ﹤0.01%
6,427
-1,845
1169
$496K ﹤0.01%
47,699
-9,598
1170
$494K ﹤0.01%
5,914
+209
1171
$492K ﹤0.01%
7,995
+323
1172
$491K ﹤0.01%
+8,943
1173
$490K ﹤0.01%
100,664
-5,786
1174
$488K ﹤0.01%
6,004
+228
1175
$488K ﹤0.01%
5,826
-73
45 46
47
48 49