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
201
$11.4M 0.08%
162,811
+840
202
$11.4M 0.08%
76,001
-510
203
$11.2M 0.08%
110,191
+12,521
204
$11.1M 0.08%
158,388
+8,876
205
$11.1M 0.08%
182,342
+17,997
206
$11.1M 0.08%
138,990
+98,815
207
$11M 0.08%
131,159
-11,007
208
$11M 0.08%
155,071
+45,813
209
$10.9M 0.08%
359,190
+68,576
210
$10.9M 0.08%
30,300
+1,161
211
$10.9M 0.08%
51,319
+5,756
212
$10.8M 0.08%
94,167
-11,654
213
$10.8M 0.08%
30,778
+622
214
$10.8M 0.08%
94,480
+5,912
215
$10.7M 0.08%
169,907
-1,627
216
$10.7M 0.07%
172,206
+146,537
217
$10.7M 0.07%
50,281
+980
218
$10.6M 0.07%
217,650
+25,500
219
$10.5M 0.07%
31,530
+4,816
220
$10.5M 0.07%
174,323
+78,709
221
$10.4M 0.07%
387,429
+86,197
222
$10.2M 0.07%
69,877
+12,705
223
$10.2M 0.07%
201,525
-257,370
224
$10.2M 0.07%
377,452
+29,215
225
$10.1M 0.07%
+420,721
7 8
9
10 11