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
151
$4.36M 0.12%
22,605
+564
152
$4.33M 0.11%
38,248
+3,870
153
$4.3M 0.11%
51,287
-3,754
154
$4.14M 0.11%
13
+3
155
$4.14M 0.11%
57,753
+12,236
156
$4.08M 0.11%
158,385
+1,590
157
$4.05M 0.11%
73,797
-7,028
158
$4.01M 0.11%
53,359
-22
159
$3.94M 0.1%
63,476
+10,150
160
$3.94M 0.1%
21,314
-7,676
161
$3.94M 0.1%
761,587
-125,000
162
$3.9M 0.1%
57,088
+902
163
$3.84M 0.1%
28,391
+2,107
164
$3.83M 0.1%
64,963
-1,091
165
$3.81M 0.1%
37,453
-24,862
166
$3.8M 0.1%
255,150
+16,845
167
$3.79M 0.1%
43,740
+4,094
168
$3.78M 0.1%
49,951
+28,296
169
$3.78M 0.1%
100,150
+296
170
$3.72M 0.1%
117,658
+10,936
171
$3.71M 0.1%
56,950
+3,336
172
$3.68M 0.1%
1,961
+74
173
$3.67M 0.1%
19,901
+575
174
$3.61M 0.1%
71,679
+133
175
$3.6M 0.1%
28,408
+7,009
5 6
7
8 9