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
101
$24.1M 0.17%
+364,981
102
$24.1M 0.17%
423,858
+25,927
103
$24M 0.17%
449,493
+35,191
104
$23.9M 0.17%
253,212
+15,470
105
$23.4M 0.16%
748,440
-25,856
106
$23.3M 0.16%
96,584
+1,176
107
$23.3M 0.16%
137,868
+4,868
108
$22.9M 0.16%
271,040
+8,509
109
$22.8M 0.16%
453,718
+12,345
110
$22.2M 0.16%
234,493
+58,697
111
$21.9M 0.15%
129,498
-29,212
112
$21.8M 0.15%
476,696
+287,251
113
$21.7M 0.15%
427,639
+255,332
114
$21.4M 0.15%
165,859
+17,156
115
$21.2M 0.15%
391,891
-72,523
116
$21.1M 0.15%
89,189
-39,479
117
$20.7M 0.14%
777,918
+49,043
118
$20.3M 0.14%
540,103
+11,216
119
$20M 0.14%
82,865
+21,755
120
$19.9M 0.14%
398,318
-42,528
121
$19.6M 0.14%
585,875
+444,269
122
$19.6M 0.14%
165,571
+14,184
123
$19.4M 0.14%
198,468
+178,594
124
$19.4M 0.14%
69,096
-17,521
125
$19.3M 0.14%
43,058
+1,066
3 4
5
6 7