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
1801
– –
-5,166
1802
– –
-9,475
1803
– –
-4,747
1804
– –
-6,035
1805
– –
-8,598
1806
– –
-11,189
1807
– –
-1,218
1808
– –
-1,765
1809
– –
-127
1810
– –
-27,389
1811
– –
-8,481
1812
– –
-3,067
1813
– –
-4,670
1814
– –
-369
1815
– –
-12,151
1816
– –
-1,991
1817
– –
-17,457
1818
– –
-6,783
1819
– –
-10,295
1820
– –
-9,819
1821
– –
-3,511
1822
– –
-5,173
1823
– –
-8,674
1824
– –
-2,593
1825
– –
-14,778
70 71 72
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