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
1176
$488K ﹤0.01%
1,366
-530
1177
$487K ﹤0.01%
19,175
-314
1178
$487K ﹤0.01%
21,949
-3,606
1179
$487K ﹤0.01%
49,669
-303
1180
$486K ﹤0.01%
11,772
1181
$484K ﹤0.01%
16,989
+450
1182
$484K ﹤0.01%
13,648
-4,394
1183
$483K ﹤0.01%
847
-633
1184
$482K ﹤0.01%
47,403
-2,066
1185
$480K ﹤0.01%
10,810
+1,622
1186
$480K ﹤0.01%
33,551
+1,176
1187
$478K ﹤0.01%
4,780
-233
1188
$478K ﹤0.01%
3,143
+536
1189
$478K ﹤0.01%
6,719
+828
1190
$477K ﹤0.01%
14,206
+17
1191
$477K ﹤0.01%
7,484
+95
1192
$474K ﹤0.01%
11,118
+3,012
1193
$469K ﹤0.01%
+6,007
1194
$467K ﹤0.01%
4,175
+855
1195
$467K ﹤0.01%
25,921
-216
1196
$466K ﹤0.01%
9,479
-14,674
1197
$465K ﹤0.01%
28,725
+18,610
1198
$464K ﹤0.01%
15,696
-2,773
1199
$463K ﹤0.01%
9,611
-1,613
1200
$462K ﹤0.01%
24,546
-980