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
1301
$390K ﹤0.01%
3,874
1302
$389K ﹤0.01%
18,944
+6,530
1303
$389K ﹤0.01%
+4,960
1304
$389K ﹤0.01%
6,471
-4,194
1305
$389K ﹤0.01%
15,518
+760
1306
$388K ﹤0.01%
15,092
1307
$388K ﹤0.01%
29,877
1308
$386K ﹤0.01%
+12,235
1309
$386K ﹤0.01%
17,300
-4,625
1310
$384K ﹤0.01%
+50,007
1311
$383K ﹤0.01%
25,726
+14,500
1312
$382K ﹤0.01%
+24,081
1313
$381K ﹤0.01%
6,791
+374
1314
$378K ﹤0.01%
7,262
+1,069
1315
$378K ﹤0.01%
2,388
-163
1316
$377K ﹤0.01%
14,343
-2,466
1317
$377K ﹤0.01%
4,262
+132
1318
$376K ﹤0.01%
7,692
+1,116
1319
$376K ﹤0.01%
3,317
+806
1320
$375K ﹤0.01%
1,476
+353
1321
$374K ﹤0.01%
20,049
+7,149
1322
$373K ﹤0.01%
8,511
+726
1323
$373K ﹤0.01%
+19,346
1324
$372K ﹤0.01%
4,607
-2,672
1325
$372K ﹤0.01%
14,704
+712