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
1201
$462K ﹤0.01%
1,630
-11
1202
$462K ﹤0.01%
17,430
1203
$461K ﹤0.01%
18,047
+885
1204
$459K ﹤0.01%
2,228
-11,082
1205
$459K ﹤0.01%
6,340
-7,704
1206
$458K ﹤0.01%
6,546
+298
1207
$458K ﹤0.01%
14,704
+2,443
1208
$457K ﹤0.01%
23,239
+1,445
1209
$457K ﹤0.01%
+8,275
1210
$455K ﹤0.01%
7,656
-810
1211
$455K ﹤0.01%
5,325
+1,500
1212
$453K ﹤0.01%
+21,926
1213
$452K ﹤0.01%
8,394
+261
1214
$452K ﹤0.01%
10,593
+4,536
1215
$451K ﹤0.01%
14,362
+1,017
1216
$450K ﹤0.01%
907
-58
1217
$450K ﹤0.01%
5,770
+152
1218
$448K ﹤0.01%
3,561
-9
1219
$448K ﹤0.01%
4,304
+191
1220
$448K ﹤0.01%
8,451
+2,755
1221
$448K ﹤0.01%
39,223
-671
1222
$448K ﹤0.01%
2,263
+32
1223
$447K ﹤0.01%
4,500
-9,437
1224
$447K ﹤0.01%
+2,975
1225
$447K ﹤0.01%
5,129
-996
47 48
49
50 51