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
1076
$608K ﹤0.01%
2,139
-164
1077
$606K ﹤0.01%
4,847
+211
1078
$606K ﹤0.01%
2,232
+25
1079
$605K ﹤0.01%
11,726
+1,472
1080
$605K ﹤0.01%
18,969
+1,132
1081
$604K ﹤0.01%
41,703
+2,411
1082
$602K ﹤0.01%
61,783
-2,248
1083
$600K ﹤0.01%
2,417
+579
1084
$597K ﹤0.01%
4,983
+1,022
1085
$596K ﹤0.01%
5,553
-10,665
1086
$591K ﹤0.01%
15,559
-781
1087
$590K ﹤0.01%
3,140
+201
1088
$589K ﹤0.01%
3,928
-154
1089
$589K ﹤0.01%
+6,109
1090
$589K ﹤0.01%
10,146
-2,145
1091
$587K ﹤0.01%
3,580
-227
1092
$584K ﹤0.01%
15,990
+1,634
1093
$583K ﹤0.01%
8,722
-12
1094
$581K ﹤0.01%
17,688
+2,551
1095
$580K ﹤0.01%
8,978
+1,171
1096
$579K ﹤0.01%
11,569
-930
1097
$579K ﹤0.01%
33,573
+2,317
1098
$579K ﹤0.01%
345
+17
1099
$578K ﹤0.01%
3,402
+1,551
1100
$576K ﹤0.01%
1,368
-169