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
76
$31.2M 0.22%
1,254,595
-759,102
77
$30.9M 0.22%
286,243
+27,426
78
$29.5M 0.21%
577,380
+343,135
79
$28.9M 0.2%
521,996
+505,978
80
$28.8M 0.2%
129,292
+1,592
81
$28.3M 0.2%
70,510
+3,771
82
$27.7M 0.19%
643,698
+42,015
83
$27.4M 0.19%
645,490
+48,678
84
$27.2M 0.19%
69,023
+41,655
85
$27.2M 0.19%
732,969
+153,743
86
$26.4M 0.18%
279,175
+32,513
87
$26.2M 0.18%
81,796
+5,033
88
$26M 0.18%
1,014,344
-245,060
89
$25.7M 0.18%
508,763
+310,180
90
$25.3M 0.18%
93,624
+6,278
91
$25.2M 0.18%
289,407
+12,492
92
$24.8M 0.17%
108,432
+15,677
93
$24.6M 0.17%
96,704
+65,595
94
$24.6M 0.17%
439,389
+22,526
95
$24.5M 0.17%
260,108
+63,174
96
$24.3M 0.17%
768,525
-5,810
97
$24.3M 0.17%
212,068
+6,293
98
$24.3M 0.17%
+814,564
99
$24.3M 0.17%
246,947
+52,243
100
$24.3M 0.17%
219,713
+35,646