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
1726
$30K ﹤0.01%
+29
1727
$30K ﹤0.01%
3,642
+1,107
1728
– –
0
1729
$28K ﹤0.01%
+101
1730
$25K ﹤0.01%
+732
1731
$23K ﹤0.01%
781
1732
$23K ﹤0.01%
+5,007
1733
$22K ﹤0.01%
2,058
1734
$21K ﹤0.01%
1,050
1735
$9K ﹤0.01%
+80
1736
$8K ﹤0.01%
47,500
1737
$8K ﹤0.01%
+130
1738
$7K ﹤0.01%
+1,035
1739
– –
-13,107
1740
– –
-18,310
1741
– –
-663
1742
– –
-14,085
1743
– –
-3,169
1744
– –
-10,269
1745
– –
-1,562
1746
– –
-9,835
1747
– –
-5,228
1748
– –
-13,507
1749
– –
-2,831
1750
– –
-2,369
68 69
70
71 72