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
1276
$410K ﹤0.01%
8,782
+471
1277
$410K ﹤0.01%
25,697
+3,180
1278
$410K ﹤0.01%
6,831
+1,974
1279
$410K ﹤0.01%
37,317
+6,324
1280
$409K ﹤0.01%
1,256
-41
1281
$405K ﹤0.01%
40,000
1282
$402K ﹤0.01%
10,539
+1,862
1283
$401K ﹤0.01%
22,588
-170
1284
$401K ﹤0.01%
19,827
-10,435
1285
$400K ﹤0.01%
7,543
-1,503
1286
$398K ﹤0.01%
22,844
+4,397
1287
$398K ﹤0.01%
49,923
+536
1288
$397K ﹤0.01%
7,727
+197
1289
$396K ﹤0.01%
+5,991
1290
$396K ﹤0.01%
923
-29
1291
$396K ﹤0.01%
17,652
+1,348
1292
$395K ﹤0.01%
4,828
+264
1293
$395K ﹤0.01%
3,570
-691
1294
$394K ﹤0.01%
1,693
+690
1295
$392K ﹤0.01%
7,885
+29
1296
$392K ﹤0.01%
18,653
+160
1297
$392K ﹤0.01%
13,244
+922
1298
$391K ﹤0.01%
10,398
+1,119
1299
$390K ﹤0.01%
17,077
+2,473
1300
$390K ﹤0.01%
+57,587