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
1251
$426K ﹤0.01%
13,696
+140
1252
$426K ﹤0.01%
8,924
+536
1253
$426K ﹤0.01%
13,291
-1,579
1254
$425K ﹤0.01%
24,864
-132,279
1255
$424K ﹤0.01%
3,917
-98
1256
$424K ﹤0.01%
12,035
-580
1257
$421K ﹤0.01%
3,186
-30
1258
$421K ﹤0.01%
884
-148
1259
$421K ﹤0.01%
11,618
+744
1260
$421K ﹤0.01%
5,378
+692
1261
$420K ﹤0.01%
6,728
+2,341
1262
$419K ﹤0.01%
22,996
+9,832
1263
$419K ﹤0.01%
11,159
-500
1264
$418K ﹤0.01%
+1,594
1265
$417K ﹤0.01%
2,214
+22
1266
$417K ﹤0.01%
14,674
-10,803
1267
$416K ﹤0.01%
+5,748
1268
$414K ﹤0.01%
1,039
+13
1269
$414K ﹤0.01%
20,000
1270
$413K ﹤0.01%
17,047
+2,254
1271
$412K ﹤0.01%
15,437
-2,437
1272
$412K ﹤0.01%
9,774
-646
1273
$412K ﹤0.01%
8,667
-1,820
1274
$411K ﹤0.01%
8,849
+2,391
1275
$411K ﹤0.01%
3,208
-346