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
151
$16.1M 0.11%
+521,610
152
$15.8M 0.11%
210,760
+9,731
153
$15.8M 0.11%
151,181
+147,506
154
$15.7M 0.11%
476,100
-22,360
155
$15.7M 0.11%
253,781
+136,435
156
$15.7M 0.11%
86,022
+20,699
157
$15.6M 0.11%
165,261
-20,705
158
$15.6M 0.11%
300,877
+220,272
159
$15.5M 0.11%
146,274
+12,958
160
$15.2M 0.11%
79,233
+4,132
161
$14.9M 0.1%
83,961
-2,118
162
$14.9M 0.1%
153,032
+1,239
163
$14.8M 0.1%
125,833
+8,845
164
$14.6M 0.1%
53,885
+7,058
165
$14.5M 0.1%
359,358
+4,146
166
$14.4M 0.1%
75,237
+4,708
167
$14.3M 0.1%
664,619
+640,319
168
$14.2M 0.1%
128,771
+9,509
169
$14.1M 0.1%
385,618
+120,409
170
$14.1M 0.1%
61,042
-2,356
171
$13.9M 0.1%
136,338
+3,830
172
$13.6M 0.1%
87,739
+5,264
173
$13.6M 0.09%
613,016
+11,465
174
$13.5M 0.09%
198,933
+9,913
175
$13.3M 0.09%
2,778
+140
5 6
7
8 9