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
176
$13.3M 0.09%
79,611
+20,820
177
$13.3M 0.09%
342,614
+85,970
178
$13.3M 0.09%
100,014
+20,083
179
$13.1M 0.09%
93,968
-14,845
180
$13.1M 0.09%
61,595
+8,868
181
$13M 0.09%
164,914
+59,620
182
$12.8M 0.09%
+199,707
183
$12.8M 0.09%
244,290
+33,301
184
$12.6M 0.09%
207,070
+17,590
185
$12.6M 0.09%
146,281
+31,123
186
$12.5M 0.09%
172,246
-34,937
187
$12.4M 0.09%
247,724
+210,800
188
$12M 0.08%
153,653
+10,706
189
$12M 0.08%
94,354
+6,216
190
$12M 0.08%
45,997
-1,461
191
$12M 0.08%
257,892
+43,554
192
$11.8M 0.08%
63,089
+3,171
193
$11.8M 0.08%
93,764
-665
194
$11.7M 0.08%
342,349
-2,084
195
$11.7M 0.08%
53,451
+699
196
$11.7M 0.08%
53,152
-10,854
197
$11.6M 0.08%
221,005
+138,150
198
$11.6M 0.08%
147,290
+13,441
199
$11.5M 0.08%
47,286
+4,600
200
$11.4M 0.08%
508,452
-937,359
6 7
8
9 10