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
1126
$548K ﹤0.01%
15,442
+3,783
1127
$545K ﹤0.01%
18,444
+255
1128
$544K ﹤0.01%
4,405
-154
1129
$543K ﹤0.01%
4,574
-3,301
1130
$542K ﹤0.01%
1,380
+109
1131
$542K ﹤0.01%
23,839
+1,904
1132
$542K ﹤0.01%
6,399
+412
1133
$540K ﹤0.01%
5,123
+1,705
1134
$539K ﹤0.01%
16,561
-1,200
1135
$537K ﹤0.01%
6,541
+316
1136
$535K ﹤0.01%
+21,466
1137
$534K ﹤0.01%
10,778
+682
1138
$532K ﹤0.01%
7,105
+247
1139
$532K ﹤0.01%
28,172
+4,838
1140
$531K ﹤0.01%
2,778
+715
1141
$528K ﹤0.01%
26,173
-15,489
1142
$527K ﹤0.01%
6,971
+618
1143
$524K ﹤0.01%
17,100
+4,893
1144
$522K ﹤0.01%
7,884
-1,212
1145
$521K ﹤0.01%
42,675
+12,052
1146
$521K ﹤0.01%
+137,493
1147
$519K ﹤0.01%
6,019
+194
1148
$519K ﹤0.01%
4,002
+92
1149
$518K ﹤0.01%
13,085
+5,238
1150
$517K ﹤0.01%
+11,337