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
1326
$370K ﹤0.01%
4,662
-257
1327
$370K ﹤0.01%
16,863
+870
1328
$369K ﹤0.01%
14,525
+5,351
1329
$369K ﹤0.01%
4,504
+1
1330
$368K ﹤0.01%
5,775
+1,989
1331
$366K ﹤0.01%
12,498
+4,864
1332
$366K ﹤0.01%
3,423
-52
1333
$365K ﹤0.01%
10,089
+3,245
1334
$365K ﹤0.01%
+18,000
1335
$363K ﹤0.01%
8,880
+2,531
1336
$363K ﹤0.01%
11,450
+1,333
1337
$361K ﹤0.01%
6,794
+467
1338
$359K ﹤0.01%
20,262
+118
1339
$359K ﹤0.01%
3,092
+239
1340
$359K ﹤0.01%
8,083
-97,905
1341
$358K ﹤0.01%
+12,211
1342
$356K ﹤0.01%
1,360
+32
1343
$356K ﹤0.01%
+17,463
1344
$355K ﹤0.01%
+4,382
1345
$354K ﹤0.01%
8,078
+369
1346
$354K ﹤0.01%
6,410
-3,015
1347
$353K ﹤0.01%
9,432
+103
1348
$353K ﹤0.01%
813
-15
1349
$351K ﹤0.01%
10,601
+35
1350
$351K ﹤0.01%
+12,914