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
1526
$238K ﹤0.01%
+6,253
1527
$238K ﹤0.01%
+14,307
1528
$238K ﹤0.01%
65,140
+3,380
1529
$238K ﹤0.01%
8,820
+1,765
1530
$237K ﹤0.01%
28,587
1531
$236K ﹤0.01%
+1,346
1532
$236K ﹤0.01%
82,998
+17,953
1533
$236K ﹤0.01%
+4,865
1534
$235K ﹤0.01%
+3,521
1535
$235K ﹤0.01%
2,999
-101
1536
$235K ﹤0.01%
29,264
+1,079
1537
$234K ﹤0.01%
13,880
-691
1538
$234K ﹤0.01%
374
-39
1539
$234K ﹤0.01%
7,277
1540
$233K ﹤0.01%
+6,262
1541
$233K ﹤0.01%
2,457
-534
1542
$232K ﹤0.01%
+2,876
1543
$232K ﹤0.01%
2,717
+349
1544
$232K ﹤0.01%
+3,180
1545
$231K ﹤0.01%
+9,331
1546
$231K ﹤0.01%
3,309
+48
1547
$231K ﹤0.01%
+3,510
1548
$229K ﹤0.01%
450
-686
1549
$229K ﹤0.01%
+5,973
1550
$229K ﹤0.01%
+23,100
60 61
62
63 64