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
1226
$446K ﹤0.01%
324
-53
1227
$444K ﹤0.01%
12,699
+411
1228
$443K ﹤0.01%
952
-332
1229
$443K ﹤0.01%
6,325
-80
1230
$442K ﹤0.01%
+9,312
1231
$441K ﹤0.01%
35,954
-1,206
1232
$440K ﹤0.01%
1,658
-429
1233
$439K ﹤0.01%
19,721
+3,828
1234
$438K ﹤0.01%
3,646
-5,548
1235
$438K ﹤0.01%
9,312
-1,376
1236
$437K ﹤0.01%
4,891
-3
1237
$436K ﹤0.01%
14,319
+533
1238
$436K ﹤0.01%
3,465
+908
1239
$435K ﹤0.01%
+27,125
1240
$433K ﹤0.01%
83,444
-192
1241
$433K ﹤0.01%
14,583
+5,043
1242
$433K ﹤0.01%
4,978
-2,225
1243
$432K ﹤0.01%
4,189
+166
1244
$432K ﹤0.01%
3,100
-326
1245
$431K ﹤0.01%
10,930
-968
1246
$431K ﹤0.01%
3,099
-162
1247
$430K ﹤0.01%
7,636
+699
1248
$430K ﹤0.01%
18,941
-575
1249
$429K ﹤0.01%
5,200
+1,382
1250
$428K ﹤0.01%
65,800
-1,400
48 49
50
51 52