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
226
$10.1M 0.07%
465,014
+73,922
227
$9.87M 0.07%
17,142
-2,094
228
$9.87M 0.07%
26,443
+2,503
229
$9.84M 0.07%
48,954
+543
230
$9.73M 0.07%
436,333
-19,800
231
$9.6M 0.07%
129,421
+4,804
232
$9.6M 0.07%
4,044
+194
233
$9.6M 0.07%
174,057
+15,462
234
$9.56M 0.07%
43,481
+2,181
235
$9.53M 0.07%
121,888
+8,206
236
$9.52M 0.07%
96,612
+23,284
237
$9.49M 0.07%
197,742
+19,928
238
$9.44M 0.07%
70,630
-16,972
239
$9.39M 0.07%
371,191
+8,318
240
$9.36M 0.07%
356,134
+33,924
241
$9.36M 0.07%
64,846
-14,139
242
$9.32M 0.07%
170,250
+139,599
243
$9.32M 0.07%
340,127
+3,378
244
$9.3M 0.06%
750,434
-223,859
245
$9.13M 0.06%
220,400
-6,777
246
$9.1M 0.06%
129,514
-99,970
247
$9.07M 0.06%
172,033
+86,441
248
$9M 0.06%
598,852
+27,730
249
$8.87M 0.06%
82,058
+27,619
250
$8.82M 0.06%
315,568
+42,178