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
1401
$319K ﹤0.01%
10,236
+1,617
1402
$319K ﹤0.01%
7,343
+493
1403
$317K ﹤0.01%
4,913
+334
1404
$316K ﹤0.01%
14,392
+42
1405
$316K ﹤0.01%
5,043
+435
1406
$315K ﹤0.01%
26,475
-2,105
1407
$314K ﹤0.01%
+4,062
1408
$313K ﹤0.01%
4,936
-441
1409
$313K ﹤0.01%
23,995
-5,160
1410
$313K ﹤0.01%
1,048
+52
1411
$312K ﹤0.01%
+11,246
1412
$312K ﹤0.01%
5,940
+126
1413
$311K ﹤0.01%
12,606
+822
1414
$308K ﹤0.01%
+12,326
1415
$307K ﹤0.01%
9,375
+1,411
1416
$307K ﹤0.01%
2,066
-211
1417
$306K ﹤0.01%
68,778
1418
$306K ﹤0.01%
12,258
-573
1419
$306K ﹤0.01%
9,398
+1,246
1420
$306K ﹤0.01%
8,819
+245
1421
$305K ﹤0.01%
5,664
+413
1422
$304K ﹤0.01%
20,636
+1,855
1423
$303K ﹤0.01%
3,500
-60
1424
$301K ﹤0.01%
+6,364
1425
$301K ﹤0.01%
1,281
+289
55 56
57
58 59