Mercer Global Advisors

Mercer Global Advisors Portfolio holdings

AUM $65.6B
1-Year Est. Return 17.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.87%
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 +$123M
3 +$100M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$63.2M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$60.2M

Top Sells

1 +$81.2M
2 +$32.4M
3 +$31.4M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$30.1M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$28.7M

Sector Composition

1 Technology 8.5%
2 Financials 4.39%
3 Consumer Discretionary 3.75%
4 Healthcare 3.72%
5 Industrials 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1351
$350K ﹤0.01%
469
-158
1352
$350K ﹤0.01%
12,135
+3,655
1353
$350K ﹤0.01%
35,946
-8,861
1354
$349K ﹤0.01%
64,084
+5,420
1355
$348K ﹤0.01%
22,085
+645
1356
$348K ﹤0.01%
6,344
1357
$348K ﹤0.01%
8,239
+572
1358
$347K ﹤0.01%
+14,689
1359
$346K ﹤0.01%
7,803
+459
1360
$346K ﹤0.01%
27,257
+12,386
1361
$344K ﹤0.01%
2,571
+763
1362
$344K ﹤0.01%
2,235
-124
1363
$344K ﹤0.01%
26,129
-5,018
1364
$344K ﹤0.01%
13,487
+1,701
1365
$344K ﹤0.01%
13,242
+772
1366
$343K ﹤0.01%
3,971
-1,519
1367
$342K ﹤0.01%
+1,560
1368
$341K ﹤0.01%
18,418
+1,176
1369
$341K ﹤0.01%
1,951
-28
1370
$340K ﹤0.01%
5,220
+540
1371
$339K ﹤0.01%
5,716
-222
1372
$339K ﹤0.01%
5,559
-1,630
1373
$338K ﹤0.01%
+15,813
1374
$337K ﹤0.01%
2,237
+68
1375
$336K ﹤0.01%
46,853
+32,025