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
751
$1.39M 0.01%
64,560
-16,448
752
$1.37M 0.01%
5,245
+474
753
$1.37M 0.01%
20,680
+2,883
754
$1.36M 0.01%
16,390
+1,663
755
$1.35M 0.01%
29,945
-30,677
756
$1.35M 0.01%
54,300
-1,664
757
$1.34M 0.01%
+36,299
758
$1.33M 0.01%
54,105
+1,890
759
$1.33M 0.01%
23,447
-1,706
760
$1.33M 0.01%
26,766
-81,602
761
$1.31M 0.01%
18,111
+337
762
$1.31M 0.01%
7,222
+814
763
$1.3M 0.01%
43,113
+7,798
764
$1.29M 0.01%
16,488
-2,932
765
$1.29M 0.01%
8,218
+122
766
$1.28M 0.01%
15,932
+5,550
767
$1.28M 0.01%
13,506
+1,156
768
$1.28M 0.01%
8,592
-729
769
$1.27M 0.01%
22,947
+409
770
$1.27M 0.01%
38,353
+9,796
771
$1.27M 0.01%
9,377
+1,092
772
$1.26M 0.01%
14,296
-3,792
773
$1.26M 0.01%
6,417
+247
774
$1.25M 0.01%
23,548
-1,066
775
$1.24M 0.01%
19,884
+1,112