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
876
$960K 0.01%
17,311
+6,972
877
$957K 0.01%
44,684
+33,721
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$954K 0.01%
4,944
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879
$952K 0.01%
106,603
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61,495
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881
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135,565
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45,954
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$942K 0.01%
18,786
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$930K 0.01%
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16,705
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15,428
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81,495
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896
$917K 0.01%
2,223
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$914K 0.01%
27,042
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898
$914K 0.01%
7,207
+1,298
899
$913K 0.01%
41,253
+4,204
900
$913K 0.01%
1,462
+960