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
126
$5.5M 0.15%
229,116
+4,540
127
$5.46M 0.14%
20,291
+2,696
128
$5.44M 0.14%
101,838
+374
129
$5.32M 0.14%
16,470
-313
130
$5.3M 0.14%
162,471
+4,455
131
$5.25M 0.14%
50,646
-442
132
$5.17M 0.14%
35,704
+5,458
133
$5.13M 0.14%
49,684
+2,603
134
$5.09M 0.14%
92,156
+690
135
$5.03M 0.13%
29,744
+475
136
$4.96M 0.13%
40,417
+1,596
137
$4.92M 0.13%
13,522
+2,955
138
$4.89M 0.13%
58,666
+3,369
139
$4.87M 0.13%
16,575
+52
140
$4.86M 0.13%
114,255
+17,486
141
$4.77M 0.13%
90,963
+4,215
142
$4.74M 0.13%
84,920
+6,462
143
$4.73M 0.13%
94,565
+4,686
144
$4.64M 0.12%
284,938
+179,130
145
$4.56M 0.12%
123,697
+45,450
146
$4.46M 0.12%
23,887
-1,457
147
$4.46M 0.12%
77,672
+7,928
148
$4.43M 0.12%
120,520
-11,120
149
$4.43M 0.12%
19,431
+99
150
$4.39M 0.12%
141,627
+4,892
4 5
6
7 8