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
201
$3.05M 0.08%
56,042
+5,644
202
$3.02M 0.08%
27,249
-9,821
203
$2.96M 0.08%
20,214
+1,038
204
$2.93M 0.08%
21,323
+1,076
205
$2.92M 0.08%
35,708
+1,122
206
$2.92M 0.08%
34,326
-150
207
$2.91M 0.08%
43,110
+118
208
$2.9M 0.08%
60,737
+36,796
209
$2.9M 0.08%
64,597
+13,412
210
$2.88M 0.08%
31,718
+6,782
211
$2.83M 0.08%
59,400
+1,662
212
$2.8M 0.07%
16,526
-3,236
213
$2.79M 0.07%
37,675
+3,166
214
$2.78M 0.07%
16,577
-807
215
$2.77M 0.07%
47,596
+1,113
216
$2.75M 0.07%
33,561
-134
217
$2.74M 0.07%
21,044
-8,805
218
$2.73M 0.07%
53,224
-7,168
219
$2.72M 0.07%
17,436
+1,028
220
$2.7M 0.07%
17,353
+1,441
221
$2.67M 0.07%
32,153
-1,595
222
$2.67M 0.07%
19,800
+382
223
$2.66M 0.07%
36,233
-7,155
224
$2.62M 0.07%
29,775
-4,852
225
$2.6M 0.07%
89,304
+46,641
7 8
9
10 11