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
$3.77B
AUM Growth
+$992M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,207
New
Increased
Reduced
Closed

Top Buys

1
+$97.2M
2
+$62.7M
3
+$45.8M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$40.5M
5
DWX icon
SPDR S&P International Dividend ETF
DWX
+$25.9M

Top Sells

1
+$10.4M
2
+$6.96M
3
+$5.37M
4
DD icon
DuPont de Nemours
DD
+$4.96M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$3.33M

Sector Composition

1 Technology 7.24%
2 Energy 5.84%
3 Financials 5.59%
4 Healthcare 4.8%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$7.59M 0.2%
77,963
+8,263
102
$7.44M 0.2%
85,096
+42,165
103
$7.2M 0.19%
54,050
+740
104
$7.14M 0.19%
130,520
-8,018
105
$7.11M 0.19%
192,957
+11,298
106
$7.05M 0.19%
103,622
-1,150
107
$6.84M 0.18%
53,989
+3,836
108
$6.82M 0.18%
74,440
+66,919
109
$6.68M 0.18%
83,451
+3,467
110
$6.64M 0.18%
112,814
+10,403
111
$6.64M 0.18%
161,811
+28,322
112
$6.62M 0.18%
116,131
-1,229
113
$6.52M 0.17%
120,720
-40,220
114
$6.35M 0.17%
134,104
-568
115
$6.23M 0.17%
131,594
+2,074
116
$6.13M 0.16%
79,347
+3,482
117
$6.12M 0.16%
+231,908
118
$5.86M 0.16%
31,466
-722
119
$5.82M 0.15%
50,744
+340
120
$5.81M 0.15%
38,712
+1,564
121
$5.72M 0.15%
35,138
-11,325
122
$5.71M 0.15%
82,920
-10,903
123
$5.67M 0.15%
139,982
+9,730
124
$5.62M 0.15%
61,503
+6,331
125
$5.58M 0.15%
21,119
+1,004
3 4
5
6 7